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
4426
$343K ﹤0.01%
+8,901
4427
$342K ﹤0.01%
+19,874
4428
$341K ﹤0.01%
+24,521
4429
$339K ﹤0.01%
+160,631
4430
$339K ﹤0.01%
+40,682
4431
$339K ﹤0.01%
+36,345
4432
$339K ﹤0.01%
+38,033
4433
$339K ﹤0.01%
+36,306
4434
$339K ﹤0.01%
+3,470
4435
$338K ﹤0.01%
+22,929
4436
$338K ﹤0.01%
+36,652
4437
$338K ﹤0.01%
+27,523
4438
$337K ﹤0.01%
+43,623
4439
$336K ﹤0.01%
+18,471
4440
$334K ﹤0.01%
+198,929
4441
$334K ﹤0.01%
+144
4442
$334K ﹤0.01%
+14,808
4443
$333K ﹤0.01%
+106,722
4444
$331K ﹤0.01%
+17,617
4445
$330K ﹤0.01%
+47,185
4446
$330K ﹤0.01%
+24,462
4447
$330K ﹤0.01%
+49,238
4448
$330K ﹤0.01%
+23,988
4449
$330K ﹤0.01%
+23,014
4450
$329K ﹤0.01%
+24,760