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
3151
$1.82M ﹤0.01%
+98,208
3152
$1.82M ﹤0.01%
+89,650
3153
$1.82M ﹤0.01%
+444,973
3154
$1.82M ﹤0.01%
+20,251
3155
$1.82M ﹤0.01%
+4,225
3156
$1.82M ﹤0.01%
+274,469
3157
$1.81M ﹤0.01%
+76,434
3158
$1.81M ﹤0.01%
+209,393
3159
$1.81M ﹤0.01%
+148,875
3160
$1.81M ﹤0.01%
+118,355
3161
$1.81M ﹤0.01%
+240,351
3162
$1.81M ﹤0.01%
+217,093
3163
$1.81M ﹤0.01%
+35,628
3164
$1.81M ﹤0.01%
+103,710
3165
$1.81M ﹤0.01%
+59,866
3166
$1.8M ﹤0.01%
+75,180
3167
$1.8M ﹤0.01%
+130,529
3168
$1.8M ﹤0.01%
+149,910
3169
$1.8M ﹤0.01%
+472,887
3170
$1.8M ﹤0.01%
+133,648
3171
$1.79M ﹤0.01%
+91,326
3172
$1.79M ﹤0.01%
+221,587
3173
$1.78M ﹤0.01%
+167,611
3174
$1.78M ﹤0.01%
+36,899
3175
$1.78M ﹤0.01%
+53,842
125 126
127
128 129