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
4701
$218K ﹤0.01%
+15,294
4702
$218K ﹤0.01%
+15,236
4703
$217K ﹤0.01%
+51,666
4704
$217K ﹤0.01%
+35,438
4705
$217K ﹤0.01%
+104,461
4706
$217K ﹤0.01%
+30,953
4707
$216K ﹤0.01%
+15,774
4708
$215K ﹤0.01%
+12,642
4709
$215K ﹤0.01%
+10,602
4710
$215K ﹤0.01%
+10,975
4711
$214K ﹤0.01%
+25,209
4712
$214K ﹤0.01%
+11,687
4713
$214K ﹤0.01%
+20,676
4714
$214K ﹤0.01%
+26,965
4715
$214K ﹤0.01%
+21,464
4716
$214K ﹤0.01%
+5,057
4717
$213K ﹤0.01%
+27,847
4718
$212K ﹤0.01%
+8,400
4719
$212K ﹤0.01%
+13,788
4720
$212K ﹤0.01%
+10,363
4721
$211K ﹤0.01%
+8,478
4722
$211K ﹤0.01%
+32,980
4723
$210K ﹤0.01%
+30,729
4724
$210K ﹤0.01%
+19,749
4725
$209K ﹤0.01%
+12,401