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
4351
$387K ﹤0.01%
+10,108
4352
$387K ﹤0.01%
+51,662
4353
$386K ﹤0.01%
+30,193
4354
$386K ﹤0.01%
+23,895
4355
$384K ﹤0.01%
+41,094
4356
$384K ﹤0.01%
+4,824
4357
$383K ﹤0.01%
+16,691
4358
$382K ﹤0.01%
+21,979
4359
$382K ﹤0.01%
+28,817
4360
$382K ﹤0.01%
+84,939
4361
$382K ﹤0.01%
+26,250
4362
$380K ﹤0.01%
+37,155
4363
$380K ﹤0.01%
+35,002
4364
$380K ﹤0.01%
+22,250
4365
$380K ﹤0.01%
+19,905
4366
$379K ﹤0.01%
+28,947
4367
$379K ﹤0.01%
+26,780
4368
$377K ﹤0.01%
+10,269
4369
$376K ﹤0.01%
+62,786
4370
$376K ﹤0.01%
+20,384
4371
$375K ﹤0.01%
+25,052
4372
$375K ﹤0.01%
+292,698
4373
$374K ﹤0.01%
+23,024
4374
$374K ﹤0.01%
+5,429
4375
$374K ﹤0.01%
+13,312