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
1126
$21.6M 0.01%
+992,735
1127
$21.5M 0.01%
+1,838,703
1128
$21.4M 0.01%
+1,433,918
1129
$21.3M 0.01%
+1,166,857
1130
$21.3M 0.01%
+1,494,931
1131
$21.3M 0.01%
+2,161,751
1132
$21.2M 0.01%
+846,100
1133
$21.2M 0.01%
+475,455
1134
$21.2M 0.01%
+3,612,591
1135
$21.2M 0.01%
+501,870
1136
$21.2M 0.01%
+995,633
1137
$21.2M 0.01%
+1,496,780
1138
$21.1M 0.01%
+777,496
1139
$21.1M 0.01%
+508,310
1140
$21M 0.01%
+247,926
1141
$21M 0.01%
+1,294,239
1142
$21M 0.01%
+270,976
1143
$21M 0.01%
+642,476
1144
$21M 0.01%
+392,040
1145
$21M 0.01%
+838,016
1146
$20.9M 0.01%
+243,176
1147
$20.8M 0.01%
+393,843
1148
$20.8M 0.01%
+3,083,282
1149
$20.7M 0.01%
+829,957
1150
$20.7M 0.01%
+632,129
44 45
46
47 48