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
4676
$226K ﹤0.01%
+15,736
4677
$225K ﹤0.01%
+32,272
4678
$224K ﹤0.01%
+5,647
4679
$224K ﹤0.01%
+12,172
4680
$224K ﹤0.01%
+14,313
4681
$224K ﹤0.01%
+13,223
4682
$223K ﹤0.01%
+6,873
4683
$223K ﹤0.01%
+12,475
4684
$223K ﹤0.01%
+15,515
4685
$223K ﹤0.01%
+194,000
4686
$223K ﹤0.01%
+6,267
4687
$222K ﹤0.01%
+14,808
4688
$222K ﹤0.01%
+48,177
4689
$221K ﹤0.01%
+16,115
4690
$221K ﹤0.01%
+15,434
4691
$221K ﹤0.01%
+54,600
4692
$220K ﹤0.01%
+8,579
4693
$220K ﹤0.01%
+9,125
4694
$220K ﹤0.01%
+24,683
4695
$220K ﹤0.01%
+11,041
4696
$219K ﹤0.01%
+55,073
4697
$219K ﹤0.01%
+11,153
4698
$218K ﹤0.01%
+6,482
4699
$218K ﹤0.01%
+15,904
4700
$218K ﹤0.01%
+70,196