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
4526
$292K ﹤0.01%
+8,470
4527
$292K ﹤0.01%
+16,953
4528
$291K ﹤0.01%
+9,485
4529
$291K ﹤0.01%
+13,780
4530
$291K ﹤0.01%
+24,755
4531
$289K ﹤0.01%
+19,164
4532
$289K ﹤0.01%
+14,766
4533
$288K ﹤0.01%
+20,988
4534
$285K ﹤0.01%
+6,959
4535
$285K ﹤0.01%
+17,744
4536
$285K ﹤0.01%
+131,489
4537
$284K ﹤0.01%
+21,038
4538
$284K ﹤0.01%
+65,814
4539
$284K ﹤0.01%
+41,500
4540
$283K ﹤0.01%
+6,528
4541
$283K ﹤0.01%
+4,800
4542
$282K ﹤0.01%
+746
4543
$282K ﹤0.01%
+13,024
4544
$281K ﹤0.01%
+5,189
4545
$281K ﹤0.01%
+12,414
4546
$281K ﹤0.01%
+12,454
4547
$280K ﹤0.01%
+62,880
4548
$279K ﹤0.01%
+58,776
4549
$279K ﹤0.01%
+20,839
4550
$279K ﹤0.01%
+4,773