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
4376
$373K ﹤0.01%
+25,683
4377
$373K ﹤0.01%
+3,517
4378
$372K ﹤0.01%
+10,892
4379
$372K ﹤0.01%
+56,378
4380
$372K ﹤0.01%
+26,413
4381
$371K ﹤0.01%
+349,040
4382
$370K ﹤0.01%
+29,748
4383
$369K ﹤0.01%
+17,910
4384
$369K ﹤0.01%
+6,624
4385
$369K ﹤0.01%
+31,660
4386
$367K ﹤0.01%
+14,031
4387
$367K ﹤0.01%
+20,390
4388
$367K ﹤0.01%
+95,635
4389
$366K ﹤0.01%
+41,982
4390
$366K ﹤0.01%
+32,060
4391
$365K ﹤0.01%
+30,927
4392
$365K ﹤0.01%
+18,872
4393
$365K ﹤0.01%
+64,974
4394
$363K ﹤0.01%
+15,000
4395
$363K ﹤0.01%
+78,744
4396
$362K ﹤0.01%
+5,928
4397
$361K ﹤0.01%
+10,592
4398
$361K ﹤0.01%
+16,806
4399
$360K ﹤0.01%
+67,155
4400
$360K ﹤0.01%
+43,001