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
5126
$22K ﹤0.01%
+15,504
5127
$22K ﹤0.01%
+10,251
5128
$20K ﹤0.01%
+1,766
5129
$19K ﹤0.01%
+12,335
5130
$19K ﹤0.01%
+12,256
5131
$17K ﹤0.01%
+12,129
5132
$16K ﹤0.01%
+1
5133
$16K ﹤0.01%
+7,761
5134
$15K ﹤0.01%
+19,800
5135
$15K ﹤0.01%
+50,784
5136
$15K ﹤0.01%
+118,302
5137
$14K ﹤0.01%
+11,314
5138
$14K ﹤0.01%
+3,300
5139
$13K ﹤0.01%
+1,772
5140
$13K ﹤0.01%
+2,400
5141
$11K ﹤0.01%
+333
5142
$11K ﹤0.01%
+23
5143
$11K ﹤0.01%
+16,873
5144
$10K ﹤0.01%
+34,336
5145
$10K ﹤0.01%
+2,143
5146
$9K ﹤0.01%
+1,350
5147
$8K ﹤0.01%
+247,840
5148
$6K ﹤0.01%
+106
5149
$5K ﹤0.01%
+156
5150
$4K ﹤0.01%
+3