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
3501
$1.19M ﹤0.01%
+188,108
3502
$1.19M ﹤0.01%
+86,712
3503
$1.19M ﹤0.01%
+19,004
3504
$1.18M ﹤0.01%
+38,428
3505
$1.18M ﹤0.01%
+45,238
3506
$1.18M ﹤0.01%
+183,660
3507
$1.18M ﹤0.01%
+88,645
3508
$1.18M ﹤0.01%
+32,058
3509
$1.18M ﹤0.01%
+106,984
3510
$1.18M ﹤0.01%
+182,648
3511
$1.17M ﹤0.01%
+98,616
3512
$1.17M ﹤0.01%
+43,010
3513
$1.17M ﹤0.01%
+194,157
3514
$1.17M ﹤0.01%
+48,710
3515
$1.17M ﹤0.01%
+295,937
3516
– –
0
3517
$1.16M ﹤0.01%
+93,320
3518
$1.16M ﹤0.01%
+105,650
3519
$1.16M ﹤0.01%
+105,010
3520
$1.16M ﹤0.01%
+45,260
3521
$1.15M ﹤0.01%
+23,035
3522
$1.15M ﹤0.01%
+27,129
3523
$1.15M ﹤0.01%
+172,797
3524
$1.15M ﹤0.01%
+24,207
3525
$1.15M ﹤0.01%
+57,957
139 140
141
142 143