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
1201
$19.2M 0.01%
+399,202
1202
$19.2M 0.01%
+421,126
1203
$19.2M 0.01%
+2,567,838
1204
$19.1M 0.01%
+736,440
1205
$19.1M 0.01%
+763,886
1206
$19.1M 0.01%
+321,819
1207
$19M 0.01%
+421,932
1208
$19M 0.01%
+282,210
1209
$18.9M 0.01%
+965,433
1210
$18.9M 0.01%
+836,883
1211
$18.8M 0.01%
+64,172
1212
$18.8M 0.01%
+1,432,930
1213
$18.8M 0.01%
+216,266
1214
$18.8M 0.01%
+630,590
1215
$18.8M 0.01%
+3,685,132
1216
$18.8M 0.01%
+510,589
1217
$18.8M 0.01%
+654,490
1218
$18.7M 0.01%
+382,717
1219
$18.6M 0.01%
+504,948
1220
$18.6M 0.01%
+244,211
1221
$18.6M 0.01%
+605,362
1222
$18.6M 0.01%
+286,793
1223
$18.6M 0.01%
+1,058,423
1224
$18.5M 0.01%
+304,975
1225
$18.4M 0.01%
+18,860
47 48
49
50 51