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
3551
$1.12M ﹤0.01%
+156,911
3552
$1.12M ﹤0.01%
+89,491
3553
$1.12M ﹤0.01%
+25,931
3554
$1.12M ﹤0.01%
+92
3555
$1.12M ﹤0.01%
+33,095
3556
$1.12M ﹤0.01%
+62,424
3557
$1.11M ﹤0.01%
+87,626
3558
$1.11M ﹤0.01%
+56,219
3559
$1.11M ﹤0.01%
+50,498
3560
$1.11M ﹤0.01%
+217,198
3561
$1.11M ﹤0.01%
+27,621
3562
$1.11M ﹤0.01%
+47,114
3563
$1.11M ﹤0.01%
+71,590
3564
$1.11M ﹤0.01%
+307,359
3565
$1.1M ﹤0.01%
+184,375
3566
$1.1M ﹤0.01%
+59,031
3567
$1.1M ﹤0.01%
+44,247
3568
$1.1M ﹤0.01%
+158,906
3569
$1.09M ﹤0.01%
+111,203
3570
$1.09M ﹤0.01%
+113,626
3571
$1.09M ﹤0.01%
+55,442
3572
$1.09M ﹤0.01%
+67,046
3573
$1.09M ﹤0.01%
+10,941
3574
$1.09M ﹤0.01%
+178,018
3575
$1.09M ﹤0.01%
+81,476
141 142
143
144 145