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
3801
$812K ﹤0.01%
+29,351
3802
$812K ﹤0.01%
+59,379
3803
$812K ﹤0.01%
+54,511
3804
$809K ﹤0.01%
+72,273
3805
$809K ﹤0.01%
+154,667
3806
$809K ﹤0.01%
+18,803
3807
$808K ﹤0.01%
+60,240
3808
$806K ﹤0.01%
+11,275
3809
$806K ﹤0.01%
+48,894
3810
$803K ﹤0.01%
+37,329
3811
$803K ﹤0.01%
+48,810
3812
$801K ﹤0.01%
+33,639
3813
$801K ﹤0.01%
+25,539
3814
$800K ﹤0.01%
+23,245
3815
$799K ﹤0.01%
+25,351
3816
$798K ﹤0.01%
+22,833
3817
$798K ﹤0.01%
+98,667
3818
$798K ﹤0.01%
+34,193
3819
$796K ﹤0.01%
+55,017
3820
$794K ﹤0.01%
+29,160
3821
$794K ﹤0.01%
+69,165
3822
$793K ﹤0.01%
+25,316
3823
$792K ﹤0.01%
+3,360
3824
$792K ﹤0.01%
+61,042
3825
$789K ﹤0.01%
+39,450