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
676
$47.3M 0.02%
+3,481,092
677
$47M 0.02%
+1,060,386
678
$46.9M 0.02%
+2,223,512
679
$46.9M 0.02%
+1,911,040
680
$46.8M 0.02%
+2,041,342
681
$46.7M 0.02%
+955,026
682
$46.4M 0.02%
+1,181,046
683
$46.2M 0.02%
+2,456,980
684
$46.1M 0.02%
+1,361,887
685
$46M 0.02%
+2,343,595
686
$46M 0.02%
+1,761,645
687
$45.6M 0.02%
+3,694,976
688
$45.6M 0.02%
+2,419,854
689
$45.6M 0.02%
+2,640,428
690
$45.2M 0.02%
+1,001,873
691
$45.2M 0.02%
+6,303
692
$44.8M 0.02%
+1,610,277
693
$44.8M 0.02%
+972,897
694
$44.8M 0.02%
+750,372
695
$44.7M 0.02%
+278,858
696
$44.7M 0.02%
+496,519
697
$44.5M 0.02%
+1,219,356
698
$44.3M 0.02%
+1,451,853
699
$44.3M 0.02%
+2,779,520
700
$44.1M 0.02%
+2,122,775
26 27
28
29 30