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
4901
$133K ﹤0.01%
+41,166
4902
$132K ﹤0.01%
+10,275
4903
$132K ﹤0.01%
+23,742
4904
$131K ﹤0.01%
+10,416
4905
$131K ﹤0.01%
+15,121
4906
$131K ﹤0.01%
+10,250
4907
$130K ﹤0.01%
+14,675
4908
$130K ﹤0.01%
+10,418
4909
$130K ﹤0.01%
+19,147
4910
$130K ﹤0.01%
+1,679
4911
$129K ﹤0.01%
+11,369
4912
$129K ﹤0.01%
+8,636
4913
$128K ﹤0.01%
+30,371
4914
$125K ﹤0.01%
+43,696
4915
$125K ﹤0.01%
+5,515
4916
$124K ﹤0.01%
+22,066
4917
$124K ﹤0.01%
+17,200
4918
$123K ﹤0.01%
+11,136
4919
$123K ﹤0.01%
+14,929
4920
$123K ﹤0.01%
+10,629
4921
$122K ﹤0.01%
+11,239
4922
$122K ﹤0.01%
+3,214
4923
$122K ﹤0.01%
+1
4924
$121K ﹤0.01%
+12,709
4925
$121K ﹤0.01%
+1,225