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
3576
$1.09M ﹤0.01%
+72,432
3577
$1.08M ﹤0.01%
+55,690
3578
$1.08M ﹤0.01%
+93,900
3579
$1.08M ﹤0.01%
+34,983
3580
$1.08M ﹤0.01%
+60,420
3581
$1.08M ﹤0.01%
+14,263
3582
$1.08M ﹤0.01%
+73,157
3583
$1.08M ﹤0.01%
+31,802
3584
$1.08M ﹤0.01%
+153,388
3585
$1.08M ﹤0.01%
+183,950
3586
$1.08M ﹤0.01%
+58,542
3587
$1.08M ﹤0.01%
+60,799
3588
$1.08M ﹤0.01%
+47,957
3589
$1.08M ﹤0.01%
+37,921
3590
$1.07M ﹤0.01%
+31,434
3591
$1.07M ﹤0.01%
+12,743
3592
$1.07M ﹤0.01%
+65,720
3593
$1.07M ﹤0.01%
+81,081
3594
$1.07M ﹤0.01%
+36,778
3595
$1.06M ﹤0.01%
+121,923
3596
$1.06M ﹤0.01%
+252,279
3597
$1.06M ﹤0.01%
+45,221
3598
$1.06M ﹤0.01%
+76,320
3599
$1.06M ﹤0.01%
+66,996
3600
$1.06M ﹤0.01%
+42,727
142 143
144
145 146