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
5076
$48K ﹤0.01%
+48,680
5077
$47K ﹤0.01%
+6,670
5078
$46K ﹤0.01%
+16,070
5079
$46K ﹤0.01%
+17,143
5080
$43K ﹤0.01%
+30,850
5081
$43K ﹤0.01%
+19,402
5082
$43K ﹤0.01%
+12,128
5083
$42K ﹤0.01%
+13,294
5084
$42K ﹤0.01%
+16,414
5085
$42K ﹤0.01%
+1,162
5086
$42K ﹤0.01%
+27,968
5087
$42K ﹤0.01%
+1,174
5088
$42K ﹤0.01%
+277,025
5089
$41K ﹤0.01%
+10,105
5090
$40K ﹤0.01%
+14,307
5091
$39K ﹤0.01%
+8
5092
$38K ﹤0.01%
+11,445
5093
$37K ﹤0.01%
+1,184
5094
$37K ﹤0.01%
+20,593
5095
$37K ﹤0.01%
+15,965
5096
$36K ﹤0.01%
+2,659
5097
$35K ﹤0.01%
+22,294
5098
$35K ﹤0.01%
+13,100
5099
$34K ﹤0.01%
+29,737
5100
$33K ﹤0.01%
+19,045