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
1101
$22.2M 0.01%
+801,241
1102
$22.2M 0.01%
+420,863
1103
$22.2M 0.01%
+611,536
1104
$22.1M 0.01%
+564,947
1105
$22.1M 0.01%
+1,933,348
1106
$22M 0.01%
+664,989
1107
$22M 0.01%
+499,417
1108
$22M 0.01%
+2,926,329
1109
$22M 0.01%
+185,670
1110
$21.9M 0.01%
+2,307,965
1111
$21.9M 0.01%
+369,614
1112
$21.9M 0.01%
+52,246
1113
$21.8M 0.01%
+12,486,186
1114
$21.8M 0.01%
+1,160,406
1115
$21.8M 0.01%
+485,716
1116
$21.7M 0.01%
+1,264,428
1117
$21.7M 0.01%
+977,175
1118
$21.7M 0.01%
+1,234,772
1119
$21.7M 0.01%
+1,127,266
1120
$21.7M 0.01%
+436,136
1121
$21.6M 0.01%
+1,167,046
1122
$21.6M 0.01%
+116,988
1123
$21.6M 0.01%
+226,186
1124
$21.6M 0.01%
+855,694
1125
$21.6M 0.01%
+605,710
43 44
45
46 47