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
3876
$741K ﹤0.01%
+221,207
3877
$740K ﹤0.01%
+73,672
3878
$739K ﹤0.01%
+76,816
3879
$737K ﹤0.01%
+19,860
3880
$737K ﹤0.01%
+36,052
3881
$737K ﹤0.01%
+71,276
3882
$736K ﹤0.01%
+53,113
3883
$735K ﹤0.01%
+59,668
3884
$735K ﹤0.01%
+506,973
3885
$735K ﹤0.01%
+99,760
3886
$734K ﹤0.01%
+64,497
3887
$733K ﹤0.01%
+16,065
3888
$733K ﹤0.01%
+4,127
3889
$731K ﹤0.01%
+58,828
3890
$731K ﹤0.01%
+24,344
3891
$731K ﹤0.01%
+120,748
3892
$731K ﹤0.01%
+22,011
3893
$730K ﹤0.01%
+156,025
3894
$730K ﹤0.01%
+37,028
3895
$730K ﹤0.01%
+56,760
3896
$729K ﹤0.01%
+44,130
3897
$726K ﹤0.01%
+47,123
3898
$725K ﹤0.01%
+12,079
3899
$725K ﹤0.01%
+159,727
3900
$725K ﹤0.01%
+39,482