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
3826
$787K ﹤0.01%
+15,631
3827
$786K ﹤0.01%
+54,926
3828
$786K ﹤0.01%
+89,300
3829
$785K ﹤0.01%
+35,892
3830
$784K ﹤0.01%
+244,646
3831
$783K ﹤0.01%
+53,215
3832
$782K ﹤0.01%
+48,898
3833
$781K ﹤0.01%
+15,378
3834
$781K ﹤0.01%
+31,881
3835
$781K ﹤0.01%
+45,180
3836
$779K ﹤0.01%
+59,917
3837
$778K ﹤0.01%
+43,949
3838
$777K ﹤0.01%
+24,435
3839
$774K ﹤0.01%
+267,051
3840
$773K ﹤0.01%
+43,678
3841
$773K ﹤0.01%
+63,868
3842
$773K ﹤0.01%
+52,564
3843
$771K ﹤0.01%
+32,313
3844
$770K ﹤0.01%
+63,205
3845
$769K ﹤0.01%
+31,220
3846
$765K ﹤0.01%
+118,428
3847
$765K ﹤0.01%
+32,165
3848
$765K ﹤0.01%
+11,860
3849
$765K ﹤0.01%
+55,516
3850
$764K ﹤0.01%
+133,209