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
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%
+80,076
3630
$1.02M ﹤0.01%
+100,153
3631
$1.02M ﹤0.01%
+121,991
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%
+17,880
3639
$1.01M ﹤0.01%
+83,567
3640
$1.01M ﹤0.01%
+20,313
3641
$1.01M ﹤0.01%
+24,069
3642
$1.01M ﹤0.01%
+23,214
3643
$1M ﹤0.01%
+50,659
3644
$1M ﹤0.01%
+49,988
3645
$1M ﹤0.01%
+30,358
3646
$999K ﹤0.01%
+67,234
3647
$999K ﹤0.01%
+220,225
3648
$999K ﹤0.01%
+37,954
3649
$998K ﹤0.01%
+39,400
3650
$991K ﹤0.01%
+62,762
144 145
146
147 148