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
3926
$696K ﹤0.01%
+20,268
3927
$695K ﹤0.01%
+13,697
3928
$695K ﹤0.01%
+16,188
3929
$695K ﹤0.01%
+109,562
3930
$694K ﹤0.01%
+4,614
3931
$692K ﹤0.01%
+17,496
3932
$691K ﹤0.01%
+45,679
3933
$690K ﹤0.01%
+18,717
3934
$690K ﹤0.01%
+33,837
3935
$689K ﹤0.01%
+179,363
3936
$689K ﹤0.01%
+52,840
3937
$688K ﹤0.01%
+26,465
3938
$685K ﹤0.01%
+44,217
3939
$684K ﹤0.01%
+52,344
3940
$683K ﹤0.01%
+22,783
3941
$682K ﹤0.01%
+78,535
3942
$681K ﹤0.01%
+30,271
3943
$680K ﹤0.01%
+25,168
3944
$680K ﹤0.01%
+12,412
3945
$680K ﹤0.01%
+29,585
3946
$679K ﹤0.01%
+22,743
3947
$678K ﹤0.01%
+15,774
3948
$678K ﹤0.01%
+66,798
3949
$677K ﹤0.01%
+109,396
3950
$674K ﹤0.01%
+48,383