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
1026
$25.1M 0.01%
+1,079,984
1027
$25.1M 0.01%
+1,224,640
1028
$25M 0.01%
+297,526
1029
$24.9M 0.01%
+616,667
1030
$24.9M 0.01%
+823,638
1031
$24.9M 0.01%
+982,482
1032
$24.8M 0.01%
+513,424
1033
$24.7M 0.01%
+635,508
1034
$24.7M 0.01%
+2,195,559
1035
$24.6M 0.01%
+778,181
1036
$24.6M 0.01%
+798,668
1037
$24.5M 0.01%
+382,515
1038
$24.5M 0.01%
+2,419,094
1039
$24.4M 0.01%
+565,269
1040
$24.4M 0.01%
+852,495
1041
$24.4M 0.01%
+705,201
1042
$24.3M 0.01%
+1,239,637
1043
$24.2M 0.01%
+560,910
1044
$24.2M 0.01%
+188,773
1045
$23.9M 0.01%
+1,401,993
1046
$23.9M 0.01%
+534,022
1047
$23.9M 0.01%
+869,980
1048
$23.9M 0.01%
+1,757,690
1049
$23.9M 0.01%
+447,425
1050
$23.9M 0.01%
+108,663