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
4801
$176K ﹤0.01%
+20,305
4802
$176K ﹤0.01%
+27,984
4803
$175K ﹤0.01%
+13,261
4804
$175K ﹤0.01%
+17,292
4805
$174K ﹤0.01%
+14,216
4806
$174K ﹤0.01%
+24,834
4807
$173K ﹤0.01%
+32,013
4808
$173K ﹤0.01%
+22,057
4809
$173K ﹤0.01%
+32,798
4810
$172K ﹤0.01%
+56,950
4811
$172K ﹤0.01%
+12,777
4812
$172K ﹤0.01%
+928
4813
$172K ﹤0.01%
+12,952
4814
$171K ﹤0.01%
+14,720
4815
$169K ﹤0.01%
+155
4816
$169K ﹤0.01%
+22,339
4817
$168K ﹤0.01%
+31,032
4818
$168K ﹤0.01%
+15,848
4819
$168K ﹤0.01%
+48,800
4820
$167K ﹤0.01%
+14,254
4821
$167K ﹤0.01%
+61,794
4822
$167K ﹤0.01%
+26,711
4823
$167K ﹤0.01%
+16,289
4824
$165K ﹤0.01%
+26,770
4825
$165K ﹤0.01%
+10,145