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
3051
$2.08M ﹤0.01%
+123,884
3052
$2.08M ﹤0.01%
+118,953
3053
$2.07M ﹤0.01%
+115,144
3054
$2.07M ﹤0.01%
+263,745
3055
$2.06M ﹤0.01%
+146,520
3056
$2.06M ﹤0.01%
+251,677
3057
$2.06M ﹤0.01%
+60,825
3058
$2.06M ﹤0.01%
+17,233
3059
$2.05M ﹤0.01%
+97,732
3060
$2.05M ﹤0.01%
+27,082
3061
$2.05M ﹤0.01%
+139,119
3062
$2.05M ﹤0.01%
+2,712
3063
$2.04M ﹤0.01%
+155,490
3064
$2.04M ﹤0.01%
+323,528
3065
$2.04M ﹤0.01%
+185,908
3066
$2.04M ﹤0.01%
+270,726
3067
$2.04M ﹤0.01%
+59,067
3068
$2.03M ﹤0.01%
+68,805
3069
$2.03M ﹤0.01%
+82,547
3070
$2.02M ﹤0.01%
+167,578
3071
$2.02M ﹤0.01%
+282,086
3072
$2.02M ﹤0.01%
+124,470
3073
$2.02M ﹤0.01%
+530,567
3074
$2.02M ﹤0.01%
+202,143
3075
$2.02M ﹤0.01%
+27,575
121 122
123
124 125