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
4076
$572K ﹤0.01%
+46,707
4077
$572K ﹤0.01%
+41,034
4078
$571K ﹤0.01%
+35,057
4079
$570K ﹤0.01%
+4,055
4080
$569K ﹤0.01%
+60,539
4081
$569K ﹤0.01%
+41,841
4082
$567K ﹤0.01%
+76,972
4083
$565K ﹤0.01%
+20,871
4084
$565K ﹤0.01%
+59,517
4085
$565K ﹤0.01%
+119,537
4086
$564K ﹤0.01%
+13,846
4087
$563K ﹤0.01%
+28,719
4088
$563K ﹤0.01%
+36,574
4089
$560K ﹤0.01%
+7,898
4090
$559K ﹤0.01%
+38,226
4091
$558K ﹤0.01%
+16,291
4092
$558K ﹤0.01%
+95,534
4093
$558K ﹤0.01%
+124,700
4094
$557K ﹤0.01%
+21,995
4095
$557K ﹤0.01%
+27,333
4096
$557K ﹤0.01%
+40,714
4097
$555K ﹤0.01%
+90,160
4098
$555K ﹤0.01%
+18,604
4099
$554K ﹤0.01%
+25,718
4100
$554K ﹤0.01%
+31,388