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
3176
$1.78M ﹤0.01%
+53,530
3177
$1.78M ﹤0.01%
+60,763
3178
$1.78M ﹤0.01%
+134,124
3179
$1.78M ﹤0.01%
+42,679
3180
$1.77M ﹤0.01%
+66,155
3181
$1.77M ﹤0.01%
+97,312
3182
$1.77M ﹤0.01%
+266,968
3183
$1.76M ﹤0.01%
+70,608
3184
$1.76M ﹤0.01%
+69,851
3185
$1.76M ﹤0.01%
+44,729
3186
$1.75M ﹤0.01%
+30,987
3187
$1.75M ﹤0.01%
+159,615
3188
$1.75M ﹤0.01%
+263,738
3189
$1.75M ﹤0.01%
+34,785
3190
$1.75M ﹤0.01%
+5,939
3191
$1.75M ﹤0.01%
+38,467
3192
$1.74M ﹤0.01%
+117,195
3193
$1.74M ﹤0.01%
+107,516
3194
$1.74M ﹤0.01%
+70,034
3195
$1.74M ﹤0.01%
+57,018
3196
$1.74M ﹤0.01%
+37,092
3197
$1.74M ﹤0.01%
+99,287
3198
$1.74M ﹤0.01%
+20,863
3199
$1.74M ﹤0.01%
+143,860
3200
$1.73M ﹤0.01%
+289,710
126 127
128
129 130