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
3976
$651K ﹤0.01%
+106,543
3977
$650K ﹤0.01%
+98,808
3978
$650K ﹤0.01%
+42,440
3979
$649K ﹤0.01%
+46,951
3980
$648K ﹤0.01%
+35,541
3981
$647K ﹤0.01%
+16,172
3982
$647K ﹤0.01%
+72,723
3983
$647K ﹤0.01%
+734,739
3984
$647K ﹤0.01%
+81,400
3985
$645K ﹤0.01%
+71,842
3986
$645K ﹤0.01%
+68,441
3987
$644K ﹤0.01%
+30,178
3988
$643K ﹤0.01%
+45,481
3989
$642K ﹤0.01%
+32,272
3990
$641K ﹤0.01%
+41,336
3991
$641K ﹤0.01%
+25,175
3992
$640K ﹤0.01%
+38,116
3993
$640K ﹤0.01%
+26,522
3994
$640K ﹤0.01%
+62,979
3995
$638K ﹤0.01%
+30,926
3996
$638K ﹤0.01%
+161,622
3997
$638K ﹤0.01%
+52,255
3998
$637K ﹤0.01%
+45,757
3999
$636K ﹤0.01%
+3,238
4000
$636K ﹤0.01%
+38,770