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
3601
$1.06M ﹤0.01%
+27,424
3602
$1.06M ﹤0.01%
+152,607
3603
$1.06M ﹤0.01%
+60,927
3604
$1.05M ﹤0.01%
+30,490
3605
$1.05M ﹤0.01%
+156,096
3606
$1.05M ﹤0.01%
+479,525
3607
$1.05M ﹤0.01%
+104,469
3608
$1.05M ﹤0.01%
+111,299
3609
$1.05M ﹤0.01%
+77,716
3610
$1.04M ﹤0.01%
+49,627
3611
$1.04M ﹤0.01%
+119,143
3612
$1.04M ﹤0.01%
+69,783
3613
$1.04M ﹤0.01%
+23,865
3614
$1.04M ﹤0.01%
+147,176
3615
$1.04M ﹤0.01%
+231,220
3616
$1.04M ﹤0.01%
+51,820
3617
$1.03M ﹤0.01%
+18,782
3618
$1.03M ﹤0.01%
+101,776
3619
$1.03M ﹤0.01%
+208,192
3620
$1.03M ﹤0.01%
+36,899
3621
$1.03M ﹤0.01%
+60,331
3622
$1.03M ﹤0.01%
+53,812
3623
$1.03M ﹤0.01%
+51,878
3624
$1.03M ﹤0.01%
+76,096
3625
$1.02M ﹤0.01%
+39,725
143 144
145
146 147