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
4926
$120K ﹤0.01%
+25,933
4927
$120K ﹤0.01%
+18,149
4928
$119K ﹤0.01%
+20,143
4929
$118K ﹤0.01%
+3,550
4930
$117K ﹤0.01%
+3,938
4931
$117K ﹤0.01%
+14,513
4932
$117K ﹤0.01%
+24,557
4933
$116K ﹤0.01%
+10,549
4934
$115K ﹤0.01%
+29,457
4935
$114K ﹤0.01%
+55,864
4936
$113K ﹤0.01%
+12,503
4937
$111K ﹤0.01%
+29,628
4938
$111K ﹤0.01%
+17,496
4939
$111K ﹤0.01%
+13,967
4940
$111K ﹤0.01%
+37,967
4941
$110K ﹤0.01%
+12,682
4942
$110K ﹤0.01%
+46,115
4943
$110K ﹤0.01%
+54,937
4944
$108K ﹤0.01%
+55,310
4945
$108K ﹤0.01%
+16,870
4946
$107K ﹤0.01%
+59,159
4947
$107K ﹤0.01%
+113,449
4948
$107K ﹤0.01%
+13,128
4949
$105K ﹤0.01%
+94,790
4950
$104K ﹤0.01%
+38,037