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
601
$56.3M 0.03%
+334
602
$56.3M 0.03%
+776,726
603
$56.1M 0.03%
+6,082,399
604
$56.1M 0.03%
+1,653,414
605
$56M 0.03%
+1,758,420
606
$54.7M 0.03%
+2,145,358
607
$54.3M 0.03%
+2,530,020
608
$53.7M 0.03%
+10,437,208
609
$53.7M 0.03%
+2,220,194
610
$53.5M 0.03%
+1,505,592
611
$53.5M 0.03%
+1,021,819
612
$53.3M 0.03%
+2,269,143
613
$53.2M 0.03%
+642,862
614
$52.9M 0.03%
+1,007,331
615
$52.9M 0.03%
+645,224
616
$52.8M 0.03%
+1,874,410
617
$52.7M 0.03%
+1,152,981
618
$52.7M 0.03%
+1,763,802
619
$52.7M 0.03%
+1,761,282
620
$52.4M 0.03%
+123,666
621
$52.3M 0.03%
+795,088
622
$52.3M 0.03%
+4,598,250
623
$52.2M 0.03%
+3,022,610
624
$52.2M 0.03%
+1,089,805
625
$52.1M 0.03%
+2,430,328
23 24
25
26 27