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
3226
$1.68M ﹤0.01%
+117,056
3227
$1.67M ﹤0.01%
+35,558
3228
$1.67M ﹤0.01%
+91,731
3229
$1.67M ﹤0.01%
+41,248
3230
$1.66M ﹤0.01%
+96,735
3231
$1.65M ﹤0.01%
+154,003
3232
$1.65M ﹤0.01%
+188,932
3233
$1.65M ﹤0.01%
+66,141
3234
$1.65M ﹤0.01%
+509,868
3235
$1.65M ﹤0.01%
+77,292
3236
$1.65M ﹤0.01%
+53,241
3237
$1.65M ﹤0.01%
+277,468
3238
$1.65M ﹤0.01%
+40,551
3239
$1.65M ﹤0.01%
+25,363
3240
$1.65M ﹤0.01%
+57,632
3241
$1.64M ﹤0.01%
+87,329
3242
$1.64M ﹤0.01%
+136,252
3243
$1.64M ﹤0.01%
+29,310
3244
$1.64M ﹤0.01%
+54,159
3245
$1.64M ﹤0.01%
+62,580
3246
$1.64M ﹤0.01%
+41,995
3247
$1.64M ﹤0.01%
+42,539
3248
$1.64M ﹤0.01%
+74,478
3249
$1.63M ﹤0.01%
+209,502
3250
$1.63M ﹤0.01%
+68,889
128 129
130
131 132