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
3376
$1.35M ﹤0.01%
+75,480
3377
$1.35M ﹤0.01%
+112,097
3378
$1.34M ﹤0.01%
+99,753
3379
$1.34M ﹤0.01%
+15,723
3380
$1.34M ﹤0.01%
+132,897
3381
$1.34M ﹤0.01%
+105,802
3382
$1.34M ﹤0.01%
+103,949
3383
$1.34M ﹤0.01%
+26,008
3384
$1.34M ﹤0.01%
+89,789
3385
$1.34M ﹤0.01%
+186,180
3386
$1.34M ﹤0.01%
+42,125
3387
$1.34M ﹤0.01%
+114,073
3388
$1.33M ﹤0.01%
+31,345
3389
$1.33M ﹤0.01%
+57,548
3390
$1.33M ﹤0.01%
+102,835
3391
$1.33M ﹤0.01%
+166,266
3392
$1.33M ﹤0.01%
+90,736
3393
$1.32M ﹤0.01%
+62,025
3394
$1.32M ﹤0.01%
+786,673
3395
$1.32M ﹤0.01%
+204,109
3396
$1.32M ﹤0.01%
+168,821
3397
$1.32M ﹤0.01%
+68,210
3398
$1.32M ﹤0.01%
+101,583
3399
$1.32M ﹤0.01%
+65,764
3400
$1.32M ﹤0.01%
+84,996
134 135
136
137 138