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
4826
$165K ﹤0.01%
+26,446
4827
$165K ﹤0.01%
+14,981
4828
$163K ﹤0.01%
+24,131
4829
$163K ﹤0.01%
+43,629
4830
$163K ﹤0.01%
+10,817
4831
$163K ﹤0.01%
+71,385
4832
$162K ﹤0.01%
+1,664
4833
$162K ﹤0.01%
+28,735
4834
$162K ﹤0.01%
+36,649
4835
$161K ﹤0.01%
+11,251
4836
$159K ﹤0.01%
+2,172
4837
$159K ﹤0.01%
+27,517
4838
$159K ﹤0.01%
+1,158
4839
$158K ﹤0.01%
+2,007
4840
$158K ﹤0.01%
+1,214
4841
$158K ﹤0.01%
+27,479
4842
$158K ﹤0.01%
+30,723
4843
$158K ﹤0.01%
+18,115
4844
$157K ﹤0.01%
+45,783
4845
$157K ﹤0.01%
+21,337
4846
$157K ﹤0.01%
+22,668
4847
$157K ﹤0.01%
+17
4848
$157K ﹤0.01%
+12,720
4849
$156K ﹤0.01%
+16,582
4850
$156K ﹤0.01%
+113,810