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
3951
$674K ﹤0.01%
+1,756
3952
$674K ﹤0.01%
+81,532
3953
$672K ﹤0.01%
+12,404
3954
$671K ﹤0.01%
+68,778
3955
$671K ﹤0.01%
+237,395
3956
$670K ﹤0.01%
+11,894
3957
$669K ﹤0.01%
+24,961
3958
$668K ﹤0.01%
+45,047
3959
$668K ﹤0.01%
+62,279
3960
$667K ﹤0.01%
+97,897
3961
$667K ﹤0.01%
+65,301
3962
$666K ﹤0.01%
+25,608
3963
$666K ﹤0.01%
+23,328
3964
$665K ﹤0.01%
+3,035
3965
$664K ﹤0.01%
+25,193
3966
$664K ﹤0.01%
+51,833
3967
$663K ﹤0.01%
+331,147
3968
$662K ﹤0.01%
+64,570
3969
$659K ﹤0.01%
+14,604
3970
$657K ﹤0.01%
+43,754
3971
$656K ﹤0.01%
+32,978
3972
$655K ﹤0.01%
+81,996
3973
$654K ﹤0.01%
+23,443
3974
$654K ﹤0.01%
+44,393
3975
$651K ﹤0.01%
+12,014