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
1076
$23.1M 0.01%
+936,081
1077
$23.1M 0.01%
+1,290,560
1078
$23M 0.01%
+838,941
1079
$23M 0.01%
+316,380
1080
$23M 0.01%
+1,367,705
1081
$23M 0.01%
+515,738
1082
$23M 0.01%
+308,166
1083
$22.9M 0.01%
+1,381,908
1084
$22.9M 0.01%
+139,662
1085
$22.9M 0.01%
+936,976
1086
$22.9M 0.01%
+362,369
1087
$22.9M 0.01%
+664,619
1088
$22.8M 0.01%
+254,920
1089
$22.7M 0.01%
+758,236
1090
$22.6M 0.01%
+1,526,519
1091
$22.6M 0.01%
+1,412,368
1092
$22.6M 0.01%
+1,548,967
1093
$22.6M 0.01%
+751,782
1094
$22.6M 0.01%
+321,876
1095
$22.5M 0.01%
+742,766
1096
$22.5M 0.01%
+326,816
1097
$22.5M 0.01%
+1,130,382
1098
$22.3M 0.01%
+278,961
1099
$22.3M 0.01%
+273,440
1100
$22.3M 0.01%
+66,520