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
876
$31.8M 0.02%
+437,212
877
$31.8M 0.02%
+988,762
878
$31.7M 0.02%
+527,790
879
$31.6M 0.02%
+3,752,321
880
$31.6M 0.02%
+1,522,072
881
$31.6M 0.02%
+610,312
882
$31.6M 0.02%
+2,763,902
883
$31.5M 0.02%
+709,775
884
$31.3M 0.02%
+1,682,940
885
$31.3M 0.02%
+329,422
886
$31.2M 0.02%
+415,355
887
$31.2M 0.02%
+898,213
888
$31.1M 0.02%
+894,788
889
$31M 0.02%
+2,809,565
890
$31M 0.02%
+2,241,393
891
$30.8M 0.02%
+2,117,322
892
$30.8M 0.02%
+1,988,480
893
$30.8M 0.02%
+447,749
894
$30.8M 0.02%
+132,462
895
$30.7M 0.02%
+973,869
896
$30.7M 0.02%
+939,725
897
$30.6M 0.02%
+3,525,469
898
$30.6M 0.02%
+1,398,980
899
$30.5M 0.02%
+765,879
900
$30.4M 0.02%
+1,195,764
34 35
36
37 38