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
976
$27M 0.01%
+344,523
977
$27M 0.01%
+769,960
978
$27M 0.01%
+1,130,718
979
$26.9M 0.01%
+501,032
980
$26.9M 0.01%
+993,821
981
$26.8M 0.01%
+408,520
982
$26.8M 0.01%
+221,689
983
$26.7M 0.01%
+376,368
984
$26.4M 0.01%
+528,310
985
$26.2M 0.01%
+1,356,172
986
$26.2M 0.01%
+1,847,396
987
$26.2M 0.01%
+391,430
988
$26.2M 0.01%
+649,736
989
$26.2M 0.01%
+1,085,924
990
$26.2M 0.01%
+598,639
991
$26.2M 0.01%
+568,006
992
$26.1M 0.01%
+3,547,601
993
$26.1M 0.01%
+5,764,147
994
$26.1M 0.01%
+603,243
995
$26M 0.01%
+481,656
996
$26M 0.01%
+639,329
997
$26M 0.01%
+1,008,253
998
$26M 0.01%
+42,081
999
$26M 0.01%
+1,287,420
1000
$26M 0.01%
+1,953,874
38 39
40
41 42