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
901
$30.3M 0.02%
+3,854,344
902
$30.3M 0.02%
+666,828
903
$30.3M 0.02%
+559,846
904
$30.1M 0.02%
+668,735
905
$30.1M 0.02%
+1,260,223
906
$30.1M 0.02%
+1,607,971
907
$30.1M 0.02%
+890,082
908
$30M 0.02%
+294,325
909
$29.9M 0.02%
+642,636
910
$29.8M 0.02%
+457,316
911
$29.7M 0.02%
+1,737,362
912
$29.7M 0.02%
+247,104
913
$29.4M 0.01%
+1,280,625
914
$29.4M 0.01%
+2,789,338
915
$29.4M 0.01%
+1,401,281
916
$29.3M 0.01%
+204,734
917
$29.3M 0.01%
+484,423
918
$29.2M 0.01%
+588,250
919
$29.2M 0.01%
+4,193,673
920
$29.2M 0.01%
+619,327
921
$29.1M 0.01%
+848,588
922
$28.9M 0.01%
+274,570
923
$28.8M 0.01%
+1,579,616
924
$28.8M 0.01%
+1,229,647
925
$28.8M 0.01%
+2,173,124
35 36
37
38 39