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
4751
$199K ﹤0.01%
+49,338
4752
$198K ﹤0.01%
+47,189
4753
$197K ﹤0.01%
+14,427
4754
$197K ﹤0.01%
+10,227
4755
$196K ﹤0.01%
+18,268
4756
$196K ﹤0.01%
+22,657
4757
$196K ﹤0.01%
+104,693
4758
$196K ﹤0.01%
+14,282
4759
$195K ﹤0.01%
+10,641
4760
$194K ﹤0.01%
+17,440
4761
$194K ﹤0.01%
+108,133
4762
$194K ﹤0.01%
+15,888
4763
$194K ﹤0.01%
+45,000
4764
$193K ﹤0.01%
+26,610
4765
$193K ﹤0.01%
+11,898
4766
$192K ﹤0.01%
+9
4767
$192K ﹤0.01%
+53,793
4768
$192K ﹤0.01%
+14,669
4769
$191K ﹤0.01%
+13,949
4770
$191K ﹤0.01%
+13,114
4771
$190K ﹤0.01%
+12,003
4772
$190K ﹤0.01%
+13,900
4773
$190K ﹤0.01%
+17,328
4774
$189K ﹤0.01%
+8,149
4775
$188K ﹤0.01%
+20,868