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
626
$52M 0.03%
+851,293
627
$51.9M 0.03%
+2,109,541
628
$51.8M 0.03%
+1,122,466
629
$51.8M 0.03%
+230,223
630
$51.7M 0.03%
+1,524,374
631
$51.7M 0.03%
+1,043,311
632
$51.6M 0.03%
+837,903
633
$51.4M 0.03%
+2,400,271
634
$51.4M 0.03%
+1,069,454
635
$51.4M 0.03%
+3,074,667
636
$51.2M 0.03%
+452,916
637
$51.1M 0.03%
+935,437
638
$51M 0.03%
+2,979,790
639
$51M 0.03%
+1,650,035
640
$51M 0.03%
+1,789,082
641
$51M 0.03%
+1,360,923
642
$50.8M 0.03%
+694,347
643
$50.8M 0.03%
+1,217,338
644
$50.7M 0.03%
+667,438
645
$50.7M 0.03%
+598,003
646
$50.6M 0.03%
+1,432,926
647
$50.5M 0.03%
+1,369,968
648
$50.4M 0.03%
+1,991,827
649
$50.2M 0.03%
+1,045,996
650
$49.9M 0.03%
+1,796,623
24 25
26
27 28