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
3901
$722K ﹤0.01%
+119,224
3902
$719K ﹤0.01%
+15,467
3903
$718K ﹤0.01%
+333,714
3904
$716K ﹤0.01%
+57,566
3905
$715K ﹤0.01%
+25,141
3906
$715K ﹤0.01%
+17,232
3907
$713K ﹤0.01%
+50,594
3908
$712K ﹤0.01%
+41,899
3909
$710K ﹤0.01%
+14,606
3910
$709K ﹤0.01%
+1,980
3911
$709K ﹤0.01%
+51,725
3912
$708K ﹤0.01%
+46,032
3913
$707K ﹤0.01%
+46,393
3914
$705K ﹤0.01%
+47,288
3915
$704K ﹤0.01%
+11,983
3916
$703K ﹤0.01%
+67,354
3917
$701K ﹤0.01%
+14,210
3918
$701K ﹤0.01%
+49,836
3919
$701K ﹤0.01%
+53,333
3920
$699K ﹤0.01%
+83,891
3921
$697K ﹤0.01%
+113,607
3922
$697K ﹤0.01%
+20,911
3923
$697K ﹤0.01%
+59,990
3924
$696K ﹤0.01%
+62,978
3925
$696K ﹤0.01%
+187,445