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
4301
$412K ﹤0.01%
+9,909
4302
$411K ﹤0.01%
+21,454
4303
$410K ﹤0.01%
+29,223
4304
$410K ﹤0.01%
+63,713
4305
$410K ﹤0.01%
+25,619
4306
$410K ﹤0.01%
+23,379
4307
$409K ﹤0.01%
+14,898
4308
$409K ﹤0.01%
+34,357
4309
$409K ﹤0.01%
+15,046
4310
$408K ﹤0.01%
+17,644
4311
$406K ﹤0.01%
+10,633
4312
$406K ﹤0.01%
+21,334
4313
$406K ﹤0.01%
+10,753
4314
$405K ﹤0.01%
+17,833
4315
$405K ﹤0.01%
+26,079
4316
$405K ﹤0.01%
+10,181
4317
$404K ﹤0.01%
+15,582
4318
$404K ﹤0.01%
+57,738
4319
$403K ﹤0.01%
+3,158
4320
$403K ﹤0.01%
+7,595
4321
$402K ﹤0.01%
+16,140
4322
$401K ﹤0.01%
+41,276
4323
$401K ﹤0.01%
+18,213
4324
$400K ﹤0.01%
+9,976
4325
$400K ﹤0.01%
+18,325