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
4626
$245K ﹤0.01%
+13,115
4627
$244K ﹤0.01%
+18,925
4628
$244K ﹤0.01%
+9,932
4629
$243K ﹤0.01%
+14,838
4630
$243K ﹤0.01%
+23,445
4631
$243K ﹤0.01%
+4,034
4632
$243K ﹤0.01%
+17,335
4633
$242K ﹤0.01%
+25
4634
$242K ﹤0.01%
+6,446
4635
$242K ﹤0.01%
+19,993
4636
$241K ﹤0.01%
+5,053
4637
$240K ﹤0.01%
+6,151
4638
$239K ﹤0.01%
+9,837
4639
$239K ﹤0.01%
+17,750
4640
$238K ﹤0.01%
+45,750
4641
$238K ﹤0.01%
+13,172
4642
$238K ﹤0.01%
+41,296
4643
0
4644
$237K ﹤0.01%
+24,098
4645
$237K ﹤0.01%
+14,104
4646
$236K ﹤0.01%
+3,486
4647
$236K ﹤0.01%
+25,772
4648
$236K ﹤0.01%
+14,259
4649
$236K ﹤0.01%
+341,760
4650
$236K ﹤0.01%
+5,238