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
4951
$104K ﹤0.01%
+12,292
4952
$103K ﹤0.01%
+720
4953
$103K ﹤0.01%
+34,027
4954
$103K ﹤0.01%
+10,225
4955
$102K ﹤0.01%
+16,097
4956
$102K ﹤0.01%
+43
4957
$100K ﹤0.01%
+27,023
4958
$100K ﹤0.01%
+12,421
4959
$100K ﹤0.01%
+82,790
4960
$99K ﹤0.01%
+16,800
4961
$99K ﹤0.01%
+16,429
4962
$99K ﹤0.01%
+18,996
4963
$98K ﹤0.01%
+19,460
4964
$98K ﹤0.01%
+37
4965
$98K ﹤0.01%
+89,366
4966
$97K ﹤0.01%
+15,623
4967
$97K ﹤0.01%
+2,321
4968
$96K ﹤0.01%
+11,421
4969
$96K ﹤0.01%
+13,751
4970
$96K ﹤0.01%
+14,217
4971
$95K ﹤0.01%
+12,781
4972
$94K ﹤0.01%
+26
4973
$94K ﹤0.01%
+6,257
4974
$94K ﹤0.01%
+52,516
4975
$93K ﹤0.01%
+10,143