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
3351
$1.4M ﹤0.01%
+81,194
3352
$1.4M ﹤0.01%
+118,030
3353
$1.4M ﹤0.01%
+31,471
3354
$1.4M ﹤0.01%
+108,556
3355
$1.4M ﹤0.01%
+9,410
3356
$1.39M ﹤0.01%
+19,194
3357
$1.39M ﹤0.01%
+94,553
3358
$1.39M ﹤0.01%
+41,117
3359
$1.38M ﹤0.01%
+34,892
3360
$1.38M ﹤0.01%
+49,799
3361
$1.38M ﹤0.01%
+104,731
3362
$1.38M ﹤0.01%
+86,845
3363
$1.37M ﹤0.01%
+130,395
3364
$1.37M ﹤0.01%
+41,858
3365
$1.37M ﹤0.01%
+82,846
3366
$1.37M ﹤0.01%
+75,087
3367
$1.37M ﹤0.01%
+162,429
3368
$1.36M ﹤0.01%
+52,269
3369
$1.36M ﹤0.01%
+21,730
3370
$1.36M ﹤0.01%
+29,835
3371
$1.36M ﹤0.01%
+17,728
3372
$1.36M ﹤0.01%
+144,575
3373
$1.36M ﹤0.01%
+112,690
3374
$1.36M ﹤0.01%
+162,506
3375
$1.35M ﹤0.01%
+82,189
133 134
135
136 137