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
1151
$20.7M 0.01%
+861,996
1152
$20.6M 0.01%
+1,125,870
1153
$20.6M 0.01%
+816,721
1154
$20.5M 0.01%
+752,089
1155
$20.5M 0.01%
+1,245,126
1156
$20.5M 0.01%
+475,844
1157
$20.4M 0.01%
+473,984
1158
$20.4M 0.01%
+482,604
1159
$20.4M 0.01%
+2,199,089
1160
$20.4M 0.01%
+883,833
1161
$20.3M 0.01%
+550,833
1162
$20.2M 0.01%
+512,074
1163
$20.1M 0.01%
+1,371,090
1164
$20.1M 0.01%
+210,794
1165
$20.1M 0.01%
+583,556
1166
$20M 0.01%
+619,409
1167
$20M 0.01%
+211,428
1168
$20M 0.01%
+681,110
1169
$19.9M 0.01%
+289,743
1170
$19.9M 0.01%
+770,918
1171
$19.9M 0.01%
+717,694
1172
$19.9M 0.01%
+1,719,238
1173
$19.8M 0.01%
+396,262
1174
$19.8M 0.01%
+973,204
1175
$19.8M 0.01%
+472,826
45 46
47
48 49