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
4201
$479K ﹤0.01%
+281,549
4202
$477K ﹤0.01%
+11,066
4203
$476K ﹤0.01%
+33,876
4204
$474K ﹤0.01%
+44,550
4205
$474K ﹤0.01%
+11,482
4206
$473K ﹤0.01%
+59,804
4207
$472K ﹤0.01%
+25,549
4208
$472K ﹤0.01%
+54,882
4209
$471K ﹤0.01%
+9,432
4210
$470K ﹤0.01%
+82,695
4211
$468K ﹤0.01%
+22,051
4212
$467K ﹤0.01%
+10,265
4213
$466K ﹤0.01%
+369,382
4214
$465K ﹤0.01%
+18,084
4215
$465K ﹤0.01%
+257,030
4216
$464K ﹤0.01%
+14,075
4217
$464K ﹤0.01%
+29,749
4218
$464K ﹤0.01%
+27,315
4219
$463K ﹤0.01%
+8,002
4220
$461K ﹤0.01%
+12,991
4221
$460K ﹤0.01%
+6,569
4222
$460K ﹤0.01%
+28,208
4223
$460K ﹤0.01%
+58,832
4224
$459K ﹤0.01%
+42,330
4225
$458K ﹤0.01%
+14,156