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
3201
$1.73M ﹤0.01%
+136,810
3202
$1.73M ﹤0.01%
+77,179
3203
$1.72M ﹤0.01%
+37,907
3204
$1.72M ﹤0.01%
+82,736
3205
$1.72M ﹤0.01%
+81,019
3206
$1.72M ﹤0.01%
+46,783
3207
$1.72M ﹤0.01%
+253,987
3208
$1.72M ﹤0.01%
+167,074
3209
$1.71M ﹤0.01%
+31,267
3210
$1.71M ﹤0.01%
+104,641
3211
$1.7M ﹤0.01%
+39,714
3212
$1.7M ﹤0.01%
+37,649
3213
$1.7M ﹤0.01%
+63,234
3214
$1.7M ﹤0.01%
+135,401
3215
$1.69M ﹤0.01%
+97,356
3216
$1.69M ﹤0.01%
+53,424
3217
$1.69M ﹤0.01%
+171,515
3218
$1.69M ﹤0.01%
+70,982
3219
$1.69M ﹤0.01%
+28,287
3220
$1.69M ﹤0.01%
+72,156
3221
$1.69M ﹤0.01%
+285,165
3222
$1.68M ﹤0.01%
+67,320
3223
$1.68M ﹤0.01%
+78,248
3224
$1.68M ﹤0.01%
+89,139
3225
$1.68M ﹤0.01%
+79,587
127 128
129
130 131