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
4151
$515K ﹤0.01%
+6,212
4152
$515K ﹤0.01%
+26,719
4153
$514K ﹤0.01%
+54,543
4154
$510K ﹤0.01%
+26,483
4155
$509K ﹤0.01%
+106,565
4156
$509K ﹤0.01%
+12,612
4157
$509K ﹤0.01%
+29,278
4158
$509K ﹤0.01%
+48,506
4159
$506K ﹤0.01%
+46,024
4160
$506K ﹤0.01%
+38,004
4161
$505K ﹤0.01%
+91,386
4162
$503K ﹤0.01%
+19,192
4163
$502K ﹤0.01%
+14,980
4164
$502K ﹤0.01%
+121,691
4165
$502K ﹤0.01%
+18,530
4166
$500K ﹤0.01%
+44,292
4167
$500K ﹤0.01%
+24,336
4168
$500K ﹤0.01%
+48,502
4169
$499K ﹤0.01%
+28,503
4170
$498K ﹤0.01%
+148
4171
$498K ﹤0.01%
+33,243
4172
$497K ﹤0.01%
+30,244
4173
$497K ﹤0.01%
+21,997
4174
0
4175
$497K ﹤0.01%
+138,273