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
1001
$25.9M 0.01%
+1,292,305
1002
$25.8M 0.01%
+315,177
1003
$25.8M 0.01%
+808,082
1004
$25.8M 0.01%
+4,425,550
1005
$25.7M 0.01%
+206,976
1006
$25.7M 0.01%
+611,146
1007
$25.7M 0.01%
+913,604
1008
$25.6M 0.01%
+1,924,165
1009
$25.6M 0.01%
+969,282
1010
$25.6M 0.01%
+669,385
1011
$25.6M 0.01%
+687,459
1012
$25.6M 0.01%
+1,100,835
1013
$25.4M 0.01%
+722,899
1014
$25.4M 0.01%
+1,532,767
1015
$25.4M 0.01%
+487,228
1016
$25.4M 0.01%
+384,971
1017
$25.4M 0.01%
+608,716
1018
$25.3M 0.01%
+339,619
1019
$25.3M 0.01%
+517,891
1020
$25.3M 0.01%
+363,273
1021
$25.2M 0.01%
+2,031,276
1022
$25.1M 0.01%
+1,538,218
1023
$25.1M 0.01%
+1,745,135
1024
$25.1M 0.01%
+399,227
1025
$25.1M 0.01%
+20,033
39 40
41
42 43