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
3676
$951K ﹤0.01%
+222,922
3677
$950K ﹤0.01%
+13,199
3678
$945K ﹤0.01%
+692,427
3679
$944K ﹤0.01%
+37,540
3680
$943K ﹤0.01%
+187,044
3681
$943K ﹤0.01%
+73,997
3682
$943K ﹤0.01%
+25,543
3683
$940K ﹤0.01%
+37,115
3684
$939K ﹤0.01%
+44,157
3685
$938K ﹤0.01%
+20,509
3686
$938K ﹤0.01%
+30,249
3687
$937K ﹤0.01%
+68,082
3688
$936K ﹤0.01%
+58,831
3689
$934K ﹤0.01%
+19,332
3690
$934K ﹤0.01%
+72,036
3691
$933K ﹤0.01%
+56,820
3692
$932K ﹤0.01%
+66,349
3693
$932K ﹤0.01%
+69,668
3694
$932K ﹤0.01%
+38,505
3695
$931K ﹤0.01%
+81,884
3696
$931K ﹤0.01%
+30,698
3697
$930K ﹤0.01%
+236,528
3698
$929K ﹤0.01%
+81,485
3699
$927K ﹤0.01%
+28,902
3700
$927K ﹤0.01%
+74,904