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
3251
$1.63M ﹤0.01%
+120,284
3252
$1.63M ﹤0.01%
+273,901
3253
$1.62M ﹤0.01%
+288,824
3254
$1.62M ﹤0.01%
+50,175
3255
$1.61M ﹤0.01%
+49,413
3256
$1.61M ﹤0.01%
+28,078
3257
$1.6M ﹤0.01%
+60,676
3258
$1.6M ﹤0.01%
+28,680
3259
$1.6M ﹤0.01%
+93,333
3260
$1.6M ﹤0.01%
+55,623
3261
$1.6M ﹤0.01%
+75,851
3262
$1.59M ﹤0.01%
+35,572
3263
$1.59M ﹤0.01%
+33,105
3264
$1.58M ﹤0.01%
+23,501
3265
$1.58M ﹤0.01%
+621,087
3266
$1.58M ﹤0.01%
+50,555
3267
$1.58M ﹤0.01%
+64,242
3268
$1.58M ﹤0.01%
+194,492
3269
$1.57M ﹤0.01%
+216,863
3270
$1.57M ﹤0.01%
+46,505
3271
$1.57M ﹤0.01%
+53,464
3272
$1.55M ﹤0.01%
+135,428
3273
$1.55M ﹤0.01%
+60,923
3274
$1.55M ﹤0.01%
+64,558
3275
$1.55M ﹤0.01%
+45,812
129 130
131
132 133