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
4776
$188K ﹤0.01%
+14,949
4777
$188K ﹤0.01%
+21,401
4778
$187K ﹤0.01%
+11,737
4779
$186K ﹤0.01%
+19,013
4780
$186K ﹤0.01%
+11,121
4781
$186K ﹤0.01%
+11,191
4782
$186K ﹤0.01%
+113,967
4783
$186K ﹤0.01%
+12,481
4784
$185K ﹤0.01%
+9,045
4785
$183K ﹤0.01%
+4,654
4786
$183K ﹤0.01%
+13,297
4787
$182K ﹤0.01%
+10,094
4788
$182K ﹤0.01%
+1,368
4789
$181K ﹤0.01%
+2,441
4790
$181K ﹤0.01%
+12,873
4791
$181K ﹤0.01%
+10,347
4792
$181K ﹤0.01%
+26,843
4793
$180K ﹤0.01%
+26,505
4794
$180K ﹤0.01%
+12,417
4795
$179K ﹤0.01%
+48,025
4796
$179K ﹤0.01%
+30,314
4797
$179K ﹤0.01%
+13,983
4798
$177K ﹤0.01%
+12,668
4799
$176K ﹤0.01%
+22,550
4800
$176K ﹤0.01%
+181,113