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
4001
$636K ﹤0.01%
+6,680
4002
$636K ﹤0.01%
+39,562
4003
$635K ﹤0.01%
+25,029
4004
$633K ﹤0.01%
+13,702
4005
$633K ﹤0.01%
+28,608
4006
$632K ﹤0.01%
+29,650
4007
$632K ﹤0.01%
+12,724
4008
$632K ﹤0.01%
+29,274
4009
$630K ﹤0.01%
+17,513
4010
$630K ﹤0.01%
+83,698
4011
$628K ﹤0.01%
+48,743
4012
$628K ﹤0.01%
+10,000
4013
$628K ﹤0.01%
+40,632
4014
$626K ﹤0.01%
+63,591
4015
$626K ﹤0.01%
+44,492
4016
$625K ﹤0.01%
+23,793
4017
$624K ﹤0.01%
+37,653
4018
$623K ﹤0.01%
+15,611
4019
$622K ﹤0.01%
+71,025
4020
$621K ﹤0.01%
+48,937
4021
$620K ﹤0.01%
+18,084
4022
$620K ﹤0.01%
+44,313
4023
$619K ﹤0.01%
+8,978
4024
$619K ﹤0.01%
+11,597
4025
$619K ﹤0.01%
+42,794