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
4026
$618K ﹤0.01%
+38,985
4027
$617K ﹤0.01%
+24,195
4028
$615K ﹤0.01%
+41,580
4029
$615K ﹤0.01%
+20,642
4030
$613K ﹤0.01%
+136,787
4031
$612K ﹤0.01%
+462
4032
$611K ﹤0.01%
+41,363
4033
$611K ﹤0.01%
+55,800
4034
$609K ﹤0.01%
+152,196
4035
$609K ﹤0.01%
+82,565
4036
$607K ﹤0.01%
+25,448
4037
$607K ﹤0.01%
+21,918
4038
$606K ﹤0.01%
+36,027
4039
$606K ﹤0.01%
+110,873
4040
$603K ﹤0.01%
+73,190
4041
$602K ﹤0.01%
+21,910
4042
$602K ﹤0.01%
+39,376
4043
$602K ﹤0.01%
+20,297
4044
$601K ﹤0.01%
+91,838
4045
$601K ﹤0.01%
+35,250
4046
$600K ﹤0.01%
+52,996
4047
$597K ﹤0.01%
+35,734
4048
$596K ﹤0.01%
+36,451
4049
$596K ﹤0.01%
+8,187
4050
$595K ﹤0.01%
+11,577