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
3101
$1.94M ﹤0.01%
+65,255
3102
$1.94M ﹤0.01%
+31,462
3103
$1.94M ﹤0.01%
+82,958
3104
$1.94M ﹤0.01%
+125,609
3105
$1.93M ﹤0.01%
+46,327
3106
$1.93M ﹤0.01%
+1,016,400
3107
$1.93M ﹤0.01%
+62,519
3108
$1.93M ﹤0.01%
+872,271
3109
$1.92M ﹤0.01%
+58,043
3110
$1.92M ﹤0.01%
+484,574
3111
$1.92M ﹤0.01%
+59,643
3112
$1.91M ﹤0.01%
+54,544
3113
$1.91M ﹤0.01%
+85,493
3114
$1.91M ﹤0.01%
+141,573
3115
$1.9M ﹤0.01%
+174,336
3116
$1.9M ﹤0.01%
+49,931
3117
$1.9M ﹤0.01%
+146,808
3118
$1.9M ﹤0.01%
+40,951
3119
$1.9M ﹤0.01%
+89,771
3120
$1.9M ﹤0.01%
+189,614
3121
$1.89M ﹤0.01%
+28,256
3122
$1.89M ﹤0.01%
+70,328
3123
$1.89M ﹤0.01%
+1,407,846
3124
$1.89M ﹤0.01%
+132,898
3125
$1.89M ﹤0.01%
+156,257
123 124
125
126 127