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
3526
$1.15M ﹤0.01%
+62,674
3527
$1.15M ﹤0.01%
+44,015
3528
$1.15M ﹤0.01%
+22,577
3529
$1.15M ﹤0.01%
+205,337
3530
$1.15M ﹤0.01%
+281
3531
$1.15M ﹤0.01%
+3,622
3532
$1.14M ﹤0.01%
+79,777
3533
$1.14M ﹤0.01%
+22,422
3534
$1.14M ﹤0.01%
+22,231
3535
$1.14M ﹤0.01%
+95,141
3536
$1.14M ﹤0.01%
+60,389
3537
$1.13M ﹤0.01%
+39,504
3538
$1.13M ﹤0.01%
+105,410
3539
$1.13M ﹤0.01%
+128,157
3540
$1.13M ﹤0.01%
+46,322
3541
$1.13M ﹤0.01%
+77,486
3542
$1.13M ﹤0.01%
+41,650
3543
$1.13M ﹤0.01%
+16,642
3544
$1.13M ﹤0.01%
+21,710
3545
$1.13M ﹤0.01%
+158,647
3546
$1.13M ﹤0.01%
+72,544
3547
$1.13M ﹤0.01%
+115,896
3548
$1.13M ﹤0.01%
+85,613
3549
$1.13M ﹤0.01%
+32,195
3550
$1.13M ﹤0.01%
+233,871
140 141
142
143 144