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
4326
$399K ﹤0.01%
+15,916
4327
$396K ﹤0.01%
+25,100
4328
$396K ﹤0.01%
+21,057
4329
$394K ﹤0.01%
+26,419
4330
$394K ﹤0.01%
+32,024
4331
$394K ﹤0.01%
+71
4332
$394K ﹤0.01%
+14,672
4333
$394K ﹤0.01%
+59,778
4334
$394K ﹤0.01%
+44,652
4335
$393K ﹤0.01%
+334
4336
$393K ﹤0.01%
+58,884
4337
$392K ﹤0.01%
+62,228
4338
$391K ﹤0.01%
+26,200
4339
$391K ﹤0.01%
+26,062
4340
$390K ﹤0.01%
+21,722
4341
$390K ﹤0.01%
+140,937
4342
$390K ﹤0.01%
+8,486
4343
$390K ﹤0.01%
+12,716
4344
$390K ﹤0.01%
+56,875
4345
$389K ﹤0.01%
+9,242
4346
$389K ﹤0.01%
+18,691
4347
$389K ﹤0.01%
+4,326
4348
$388K ﹤0.01%
+41,515
4349
$388K ﹤0.01%
+54,821
4350
$388K ﹤0.01%
+23,985