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
4126
$530K ﹤0.01%
+77
4127
$529K ﹤0.01%
+29,204
4128
$529K ﹤0.01%
+494,799
4129
$526K ﹤0.01%
+15,878
4130
$524K ﹤0.01%
+70,289
4131
$524K ﹤0.01%
+40,366
4132
$524K ﹤0.01%
+38,292
4133
$523K ﹤0.01%
+40,294
4134
$523K ﹤0.01%
+103,451
4135
$523K ﹤0.01%
+30,457
4136
$523K ﹤0.01%
+210,679
4137
$522K ﹤0.01%
+39,368
4138
$522K ﹤0.01%
+16,829
4139
$521K ﹤0.01%
+29,476
4140
$521K ﹤0.01%
+9,878
4141
$521K ﹤0.01%
+71,449
4142
$521K ﹤0.01%
+10,878
4143
$521K ﹤0.01%
+18,404
4144
$520K ﹤0.01%
+10,861
4145
$519K ﹤0.01%
+17,752
4146
$518K ﹤0.01%
+25,152
4147
$518K ﹤0.01%
+16,921
4148
$518K ﹤0.01%
+57,568
4149
$518K ﹤0.01%
+44,825
4150
$518K ﹤0.01%
+14,851