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
4051
$595K ﹤0.01%
+40,691
4052
$593K ﹤0.01%
+53,890
4053
$593K ﹤0.01%
+29,730
4054
$592K ﹤0.01%
+35,520
4055
$592K ﹤0.01%
+34,298
4056
$591K ﹤0.01%
+45,886
4057
$591K ﹤0.01%
+10,294
4058
$589K ﹤0.01%
+16,965
4059
$589K ﹤0.01%
+7,619
4060
$589K ﹤0.01%
+16,638
4061
$588K ﹤0.01%
+49,743
4062
$588K ﹤0.01%
+43,512
4063
$586K ﹤0.01%
+20,240
4064
$584K ﹤0.01%
+28,013
4065
$583K ﹤0.01%
+34,823
4066
$583K ﹤0.01%
+42,553
4067
$583K ﹤0.01%
+295,870
4068
$580K ﹤0.01%
+65,685
4069
$579K ﹤0.01%
+38,872
4070
$578K ﹤0.01%
+18,827
4071
$577K ﹤0.01%
+11,987
4072
$577K ﹤0.01%
+16,617
4073
$575K ﹤0.01%
+1,963
4074
$574K ﹤0.01%
+46,583
4075
$572K ﹤0.01%
+28,095