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
3851
$764K ﹤0.01%
+95,441
3852
$760K ﹤0.01%
+4,349
3853
$760K ﹤0.01%
+26,665
3854
$759K ﹤0.01%
+27,551
3855
$759K ﹤0.01%
+19,006
3856
$758K ﹤0.01%
+80,323
3857
$755K ﹤0.01%
+12,692
3858
$755K ﹤0.01%
+69,143
3859
$754K ﹤0.01%
+44,710
3860
$754K ﹤0.01%
+9,526
3861
$753K ﹤0.01%
+6,681
3862
$751K ﹤0.01%
+55,796
3863
$751K ﹤0.01%
+22,842
3864
$751K ﹤0.01%
+60,107
3865
$749K ﹤0.01%
+177,249
3866
$747K ﹤0.01%
+3,413
3867
$747K ﹤0.01%
+32,526
3868
$746K ﹤0.01%
+65,136
3869
$746K ﹤0.01%
+73,317
3870
$746K ﹤0.01%
+23,160
3871
$743K ﹤0.01%
+25,092
3872
$742K ﹤0.01%
+108,725
3873
$741K ﹤0.01%
+35,003
3874
$741K ﹤0.01%
+67,981
3875
$741K ﹤0.01%
+31,660