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
4726
$209K ﹤0.01%
+6,757
4727
$209K ﹤0.01%
+15,435
4728
$209K ﹤0.01%
+12,387
4729
$208K ﹤0.01%
+507
4730
$207K ﹤0.01%
+11,848
4731
$207K ﹤0.01%
+9,548
4732
$205K ﹤0.01%
+15,483
4733
$204K ﹤0.01%
+30,971
4734
$204K ﹤0.01%
+3,638
4735
$203K ﹤0.01%
+3,738
4736
$203K ﹤0.01%
+16,423
4737
$202K ﹤0.01%
+5,998
4738
$202K ﹤0.01%
+1,610
4739
$201K ﹤0.01%
+31,731
4740
$201K ﹤0.01%
+30,889
4741
$201K ﹤0.01%
+10,239
4742
$201K ﹤0.01%
+10,827
4743
$200K ﹤0.01%
+6,767
4744
$200K ﹤0.01%
+19,398
4745
$200K ﹤0.01%
+6,022
4746
$200K ﹤0.01%
+69,334
4747
$200K ﹤0.01%
+21,386
4748
$200K ﹤0.01%
+11,270
4749
$200K ﹤0.01%
+15,136
4750
$199K ﹤0.01%
+57,513