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
4101
$553K ﹤0.01%
+17,634
4102
$552K ﹤0.01%
+60
4103
$552K ﹤0.01%
+10,551
4104
$552K ﹤0.01%
+86,409
4105
$550K ﹤0.01%
+39,491
4106
$550K ﹤0.01%
+51,191
4107
$548K ﹤0.01%
+137,060
4108
$545K ﹤0.01%
+46,422
4109
$545K ﹤0.01%
+70,491
4110
$545K ﹤0.01%
+38,560
4111
$544K ﹤0.01%
+46,212
4112
$544K ﹤0.01%
+21,039
4113
$544K ﹤0.01%
+57,951
4114
$543K ﹤0.01%
+41,410
4115
$543K ﹤0.01%
+30,452
4116
$542K ﹤0.01%
+22,172
4117
$541K ﹤0.01%
+45,630
4118
$540K ﹤0.01%
+14,422
4119
$538K ﹤0.01%
+149,082
4120
$537K ﹤0.01%
+10,893
4121
$535K ﹤0.01%
+38,292
4122
$535K ﹤0.01%
+1,924
4123
$534K ﹤0.01%
+12,510
4124
$531K ﹤0.01%
+10,997
4125
$530K ﹤0.01%
+22,848