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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
3626
$1.02M ﹤0.01%
+76,360
3627
$1.02M ﹤0.01%
+67,307
3628
$1.02M ﹤0.01%
+30,336
3629
$1.02M ﹤0.01%
+100,153
3630
$1.02M ﹤0.01%
+121,991
3631
$1.02M ﹤0.01%
+80,076
3632
$1.02M ﹤0.01%
+40,619
3633
$1.01M ﹤0.01%
+135,777
3634
$1.01M ﹤0.01%
+16,513
3635
$1.01M ﹤0.01%
+29,799
3636
$1.01M ﹤0.01%
+86,163
3637
$1.01M ﹤0.01%
+41,821
3638
$1.01M ﹤0.01%
+83,567
3639
$1.01M ﹤0.01%
+20,313
3640
$1.01M ﹤0.01%
+24,069
3641
$1.01M ﹤0.01%
+17,880
3642
$1.01M ﹤0.01%
+23,214
3643
$1M ﹤0.01%
+49,988
3644
$1M ﹤0.01%
+50,659
3645
$1M ﹤0.01%
+30,358
3646
$999K ﹤0.01%
+220,225
3647
$999K ﹤0.01%
+67,234
3648
$999K ﹤0.01%
+37,954
3649
$998K ﹤0.01%
+39,400
3650
$991K ﹤0.01%
+25,153
144 145
146
147 148