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
4651
$235K ﹤0.01%
+102,103
4652
$235K ﹤0.01%
+28,081
4653
$234K ﹤0.01%
+5,609
4654
$234K ﹤0.01%
+26,848
4655
$233K ﹤0.01%
+4,753
4656
$233K ﹤0.01%
+19,096
4657
$233K ﹤0.01%
+20,326
4658
$233K ﹤0.01%
+17,332
4659
$232K ﹤0.01%
+16,560
4660
$232K ﹤0.01%
+17,053
4661
$231K ﹤0.01%
+36,294
4662
$231K ﹤0.01%
+42,412
4663
$231K ﹤0.01%
+13,854
4664
$230K ﹤0.01%
+8,043
4665
$230K ﹤0.01%
+21,901
4666
$229K ﹤0.01%
+83,042
4667
$228K ﹤0.01%
+13,534
4668
$228K ﹤0.01%
+1,597
4669
$228K ﹤0.01%
+81,702
4670
$228K ﹤0.01%
+22,824
4671
$228K ﹤0.01%
+17,436
4672
$227K ﹤0.01%
+54,452
4673
$227K ﹤0.01%
+12,851
4674
$226K ﹤0.01%
+53,561
4675
$226K ﹤0.01%
+31,186