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
4251
$442K ﹤0.01%
+40,985
4252
$442K ﹤0.01%
+143,835
4253
$441K ﹤0.01%
+30,260
4254
$441K ﹤0.01%
+13,489
4255
$441K ﹤0.01%
+80,444
4256
$441K ﹤0.01%
+21,520
4257
$437K ﹤0.01%
+14,391
4258
$437K ﹤0.01%
+10
4259
$437K ﹤0.01%
+28,967
4260
$437K ﹤0.01%
+27,935
4261
$436K ﹤0.01%
+38,925
4262
$436K ﹤0.01%
+56,179
4263
$436K ﹤0.01%
+73,210
4264
$436K ﹤0.01%
+1,947
4265
$434K ﹤0.01%
+68,353
4266
$434K ﹤0.01%
+54,894
4267
$434K ﹤0.01%
+266,524
4268
$432K ﹤0.01%
+17,550
4269
$431K ﹤0.01%
+4,781
4270
$431K ﹤0.01%
+440
4271
$429K ﹤0.01%
+25,937
4272
$429K ﹤0.01%
+21,225
4273
$429K ﹤0.01%
+223,389
4274
$429K ﹤0.01%
+262,655
4275
$428K ﹤0.01%
+8,486