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
4501
$305K ﹤0.01%
+6,297
4502
$303K ﹤0.01%
+23,193
4503
$303K ﹤0.01%
+6,680
4504
$302K ﹤0.01%
+54,793
4505
$302K ﹤0.01%
+23,855
4506
$302K ﹤0.01%
+3,733
4507
$301K ﹤0.01%
+160,211
4508
$300K ﹤0.01%
+18,461
4509
$300K ﹤0.01%
+19,238
4510
$300K ﹤0.01%
+53,575
4511
$298K ﹤0.01%
+43,496
4512
$298K ﹤0.01%
+17,470
4513
$297K ﹤0.01%
+20,301
4514
$297K ﹤0.01%
+10,776
4515
$297K ﹤0.01%
+20,465
4516
$297K ﹤0.01%
+11,700
4517
$296K ﹤0.01%
+5,716
4518
$296K ﹤0.01%
+3,460
4519
$295K ﹤0.01%
+28,974
4520
$294K ﹤0.01%
+25,978
4521
$294K ﹤0.01%
+12,258
4522
$294K ﹤0.01%
+20,416
4523
$294K ﹤0.01%
+22,743
4524
$293K ﹤0.01%
+18,885
4525
$293K ﹤0.01%
+22,474