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
3301
$1.5M ﹤0.01%
+39,118
3302
$1.5M ﹤0.01%
+26,535
3303
$1.5M ﹤0.01%
+55,819
3304
$1.5M ﹤0.01%
+172,310
3305
$1.5M ﹤0.01%
+166,560
3306
$1.5M ﹤0.01%
+318,365
3307
$1.5M ﹤0.01%
+63,265
3308
$1.5M ﹤0.01%
+135,024
3309
$1.5M ﹤0.01%
+203,710
3310
$1.49M ﹤0.01%
+94,100
3311
$1.49M ﹤0.01%
+45,834
3312
$1.49M ﹤0.01%
+161,684
3313
$1.49M ﹤0.01%
+172,344
3314
$1.49M ﹤0.01%
+57,741
3315
$1.49M ﹤0.01%
+20,619
3316
$1.49M ﹤0.01%
+104,429
3317
$1.47M ﹤0.01%
+124,091
3318
$1.47M ﹤0.01%
+21,618
3319
$1.47M ﹤0.01%
+63,233
3320
$1.47M ﹤0.01%
+46,345
3321
$1.46M ﹤0.01%
+101,383
3322
$1.46M ﹤0.01%
+90,903
3323
$1.45M ﹤0.01%
+67,050
3324
$1.45M ﹤0.01%
+85,572
3325
$1.45M ﹤0.01%
+61,878
131 132
133
134 135