Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.86B
2
+$2.98B
3
+$2.41B
4
MSFT icon
Microsoft
MSFT
+$1.79B
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 8.97%
2 Technology 8.71%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3026
$2.14M ﹤0.01%
+118,651
3027
$2.14M ﹤0.01%
+193,777
3028
$2.14M ﹤0.01%
+141,226
3029
$2.14M ﹤0.01%
+135,770
3030
$2.14M ﹤0.01%
+30,265
3031
$2.13M ﹤0.01%
+99,078
3032
$2.12M ﹤0.01%
+100,500
3033
$2.12M ﹤0.01%
+44,428
3034
$2.12M ﹤0.01%
+107,721
3035
$2.11M ﹤0.01%
+85,514
3036
$2.11M ﹤0.01%
+88,857
3037
$2.1M ﹤0.01%
+30,350
3038
$2.1M ﹤0.01%
+128,098
3039
$2.1M ﹤0.01%
+79,720
3040
$2.1M ﹤0.01%
+56,991
3041
$2.1M ﹤0.01%
+51,422
3042
$2.1M ﹤0.01%
+42,936
3043
$2.1M ﹤0.01%
+52,415
3044
$2.1M ﹤0.01%
+72,500
3045
$2.09M ﹤0.01%
+190,986
3046
$2.09M ﹤0.01%
+74,205
3047
$2.08M ﹤0.01%
+89,009
3048
$2.08M ﹤0.01%
+259,031
3049
$2.08M ﹤0.01%
+99,153
3050
$2.08M ﹤0.01%
+68,995
120 121
122
123 124