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
4551
$278K ﹤0.01%
+179,327
4552
$277K ﹤0.01%
+9,242
4553
$277K ﹤0.01%
+1,662
4554
$277K ﹤0.01%
+8,963
4555
$276K ﹤0.01%
+28,924
4556
$275K ﹤0.01%
+10,848
4557
$274K ﹤0.01%
+10,901
4558
$274K ﹤0.01%
+44,619
4559
$273K ﹤0.01%
+6,038
4560
$273K ﹤0.01%
+1,085
4561
$273K ﹤0.01%
+25,341
4562
$272K ﹤0.01%
+57,051
4563
$272K ﹤0.01%
+7,656
4564
$272K ﹤0.01%
+20,601
4565
$271K ﹤0.01%
+22,162
4566
$271K ﹤0.01%
+19,473
4567
$270K ﹤0.01%
+848
4568
$270K ﹤0.01%
+28,760
4569
$270K ﹤0.01%
+5,565
4570
$269K ﹤0.01%
+30,968
4571
$268K ﹤0.01%
+56,610
4572
$267K ﹤0.01%
+154,397
4573
$267K ﹤0.01%
+20,497
4574
$267K ﹤0.01%
+3,574
4575
$266K ﹤0.01%
+225,426