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
5101
$33K ﹤0.01%
+352
5102
$33K ﹤0.01%
+32,823
5103
$32K ﹤0.01%
+15,262
5104
$32K ﹤0.01%
+32,573
5105
$31K ﹤0.01%
+1,463
5106
$31K ﹤0.01%
+1
5107
$30K ﹤0.01%
+12,046
5108
$30K ﹤0.01%
+14,887
5109
$30K ﹤0.01%
+11,536
5110
$29K ﹤0.01%
+13,610
5111
$29K ﹤0.01%
+11,714
5112
$28K ﹤0.01%
+359
5113
$28K ﹤0.01%
+3,258
5114
$27K ﹤0.01%
+1,091
5115
$26K ﹤0.01%
+3,525
5116
$26K ﹤0.01%
+10,716
5117
$26K ﹤0.01%
+41,300
5118
$25K ﹤0.01%
+1,751
5119
$25K ﹤0.01%
+36,421
5120
$24K ﹤0.01%
+12,635
5121
$24K ﹤0.01%
+1
5122
$24K ﹤0.01%
+38,544
5123
$23K ﹤0.01%
+1,515
5124
$22K ﹤0.01%
+2,650
5125
$22K ﹤0.01%
+631