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
3326
$1.45M ﹤0.01%
+103,555
3327
$1.44M ﹤0.01%
+27,519
3328
$1.44M ﹤0.01%
+110,509
3329
$1.43M ﹤0.01%
+70,571
3330
$1.43M ﹤0.01%
+16,676
3331
$1.43M ﹤0.01%
+1,801
3332
$1.43M ﹤0.01%
+67,964
3333
$1.42M ﹤0.01%
+63,853
3334
$1.42M ﹤0.01%
+105,191
3335
$1.42M ﹤0.01%
+27,454
3336
$1.42M ﹤0.01%
+30,109
3337
$1.42M ﹤0.01%
+78,142
3338
$1.42M ﹤0.01%
+125,984
3339
$1.42M ﹤0.01%
+114,717
3340
$1.42M ﹤0.01%
+174,345
3341
$1.41M ﹤0.01%
+39,916
3342
$1.41M ﹤0.01%
+18,598
3343
$1.41M ﹤0.01%
+28,244
3344
$1.41M ﹤0.01%
+104,759
3345
$1.4M ﹤0.01%
+55,016
3346
$1.4M ﹤0.01%
+55,215
3347
$1.4M ﹤0.01%
+61,077
3348
$1.4M ﹤0.01%
+60,065
3349
$1.4M ﹤0.01%
+57,635
3350
$1.4M ﹤0.01%
+44,141
132 133
134
135 136