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
4601
$256K ﹤0.01%
+11,416
4602
$255K ﹤0.01%
+16,374
4603
$255K ﹤0.01%
+15,647
4604
$255K ﹤0.01%
+6,655
4605
$254K ﹤0.01%
+4,071
4606
$254K ﹤0.01%
+212,002
4607
$253K ﹤0.01%
+12,007
4608
$253K ﹤0.01%
+10,534
4609
$253K ﹤0.01%
+11,730
4610
$253K ﹤0.01%
+23,331
4611
$253K ﹤0.01%
+23,786
4612
$251K ﹤0.01%
+6,266
4613
$251K ﹤0.01%
+61,811
4614
$251K ﹤0.01%
+18,832
4615
$250K ﹤0.01%
+56,493
4616
$250K ﹤0.01%
+30,844
4617
$250K ﹤0.01%
+80,278
4618
$249K ﹤0.01%
+53,385
4619
$249K ﹤0.01%
+40,605
4620
$248K ﹤0.01%
+3,377
4621
$248K ﹤0.01%
+67,645
4622
$246K ﹤0.01%
+10,518
4623
$246K ﹤0.01%
+19,165
4624
$246K ﹤0.01%
+11,385
4625
$245K ﹤0.01%
+9,830