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
3126
$1.88M ﹤0.01%
+85,940
3127
$1.88M ﹤0.01%
+184,001
3128
$1.88M ﹤0.01%
+59,152
3129
$1.88M ﹤0.01%
+71,015
3130
$1.88M ﹤0.01%
+111,613
3131
$1.87M ﹤0.01%
+91,707
3132
$1.87M ﹤0.01%
+74,933
3133
$1.87M ﹤0.01%
+80,554
3134
$1.87M ﹤0.01%
+375,052
3135
$1.87M ﹤0.01%
+77,488
3136
$1.86M ﹤0.01%
+74,755
3137
$1.86M ﹤0.01%
+130,887
3138
$1.86M ﹤0.01%
+35,017
3139
$1.85M ﹤0.01%
+62,096
3140
$1.85M ﹤0.01%
+128,458
3141
$1.84M ﹤0.01%
+49,188
3142
$1.84M ﹤0.01%
+43,734
3143
$1.84M ﹤0.01%
+110,268
3144
$1.83M ﹤0.01%
+132,738
3145
$1.83M ﹤0.01%
+513,917
3146
$1.83M ﹤0.01%
+29,527
3147
$1.83M ﹤0.01%
+96,407
3148
$1.82M ﹤0.01%
+223,873
3149
$1.82M ﹤0.01%
+127,095
3150
$1.82M ﹤0.01%
+79,257
124 125
126
127 128