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
4176
$496K ﹤0.01%
+85,501
4177
$495K ﹤0.01%
+74,095
4178
$494K ﹤0.01%
+10,940
4179
$492K ﹤0.01%
+8,842
4180
$491K ﹤0.01%
+21,752
4181
$490K ﹤0.01%
+51,828
4182
$490K ﹤0.01%
+10,475
4183
$490K ﹤0.01%
+38,644
4184
$490K ﹤0.01%
+6,148
4185
$490K ﹤0.01%
+25,119
4186
$489K ﹤0.01%
+16,347
4187
$489K ﹤0.01%
+52,923
4188
$488K ﹤0.01%
+44,298
4189
$488K ﹤0.01%
+107
4190
$488K ﹤0.01%
+83,273
4191
$486K ﹤0.01%
+50,520
4192
$486K ﹤0.01%
+44,667
4193
$486K ﹤0.01%
+49,347
4194
$486K ﹤0.01%
+50,528
4195
$484K ﹤0.01%
+19,334
4196
$482K ﹤0.01%
+23,824
4197
$480K ﹤0.01%
+178,183
4198
$480K ﹤0.01%
+22,023
4199
$480K ﹤0.01%
+83,603
4200
$480K ﹤0.01%
+122,126