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
3401
$1.31M ﹤0.01%
+438
3402
$1.31M ﹤0.01%
+96,205
3403
$1.31M ﹤0.01%
+35,557
3404
$1.31M ﹤0.01%
+51,505
3405
$1.31M ﹤0.01%
+139,222
3406
$1.31M ﹤0.01%
+53,093
3407
$1.31M ﹤0.01%
+17,180
3408
$1.3M ﹤0.01%
+96,283
3409
$1.3M ﹤0.01%
+277,022
3410
$1.3M ﹤0.01%
+317,176
3411
$1.3M ﹤0.01%
+176,361
3412
$1.3M ﹤0.01%
+196,389
3413
$1.29M ﹤0.01%
+8
3414
$1.29M ﹤0.01%
+141,766
3415
$1.29M ﹤0.01%
+34,662
3416
$1.29M ﹤0.01%
+108,305
3417
$1.29M ﹤0.01%
+92,295
3418
$1.28M ﹤0.01%
+11,549
3419
$1.28M ﹤0.01%
+198,018
3420
$1.28M ﹤0.01%
+31,751
3421
– –
0
3422
$1.28M ﹤0.01%
+159,384
3423
$1.28M ﹤0.01%
+19,481
3424
$1.27M ﹤0.01%
+51,996
3425
$1.27M ﹤0.01%
+54,523
135 136
137
138 139