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
4451
$329K ﹤0.01%
+10,425
4452
$328K ﹤0.01%
+5,848
4453
$327K ﹤0.01%
+20,887
4454
$327K ﹤0.01%
+12,404
4455
$327K ﹤0.01%
+24,385
4456
$327K ﹤0.01%
+15,504
4457
$327K ﹤0.01%
+42,703
4458
$326K ﹤0.01%
+2,944
4459
$326K ﹤0.01%
+23,060
4460
$326K ﹤0.01%
+28,569
4461
$326K ﹤0.01%
+7,800
4462
$322K ﹤0.01%
+16,265
4463
$322K ﹤0.01%
+8,066
4464
$322K ﹤0.01%
+18,587
4465
$321K ﹤0.01%
+13,053
4466
$321K ﹤0.01%
+4,435
4467
$320K ﹤0.01%
+10,233
4468
$319K ﹤0.01%
+952
4469
$319K ﹤0.01%
+13,340
4470
$319K ﹤0.01%
+18,379
4471
$319K ﹤0.01%
+11,110
4472
$318K ﹤0.01%
+7,890
4473
$317K ﹤0.01%
+51,880
4474
$317K ﹤0.01%
+15,151
4475
$317K ﹤0.01%
+19,666