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
576
$59.5M 0.03%
+1,462,111
577
$59.4M 0.03%
+665,777
578
$59.3M 0.03%
+515,246
579
$58.8M 0.03%
+1,233,744
580
$58.5M 0.03%
+520,292
581
$58.4M 0.03%
+1,546,843
582
$57.9M 0.03%
+1,266,467
583
$57.9M 0.03%
+1,783,288
584
$57.8M 0.03%
+1,323,191
585
$57.7M 0.03%
+1,884,874
586
$57.6M 0.03%
+597,377
587
$57.6M 0.03%
+849,247
588
$57.5M 0.03%
+1,749,376
589
$57.3M 0.03%
+965,346
590
$57.2M 0.03%
+3,538,540
591
$57.1M 0.03%
+2,401,163
592
$57.1M 0.03%
+1,657,438
593
$57M 0.03%
+730,742
594
$56.9M 0.03%
+4,352,031
595
$56.9M 0.03%
+804,146
596
$56.8M 0.03%
+894,924
597
$56.8M 0.03%
+2,993,000
598
$56.7M 0.03%
+2,217,896
599
$56.7M 0.03%
+1,630,677
600
$56.3M 0.03%
+920,782
22 23
24
25 26