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
1226
$18.4M 0.01%
+746,936
1227
$18.4M 0.01%
+1,588,545
1228
$18.4M 0.01%
+335,491
1229
$18.4M 0.01%
+462,486
1230
$18.4M 0.01%
+223,324
1231
$18.3M 0.01%
+325,620
1232
$18.3M 0.01%
+590,954
1233
$18.2M 0.01%
+1,236,796
1234
$18.2M 0.01%
+1,499,799
1235
$18.1M 0.01%
+469,559
1236
$18.1M 0.01%
+473,428
1237
$18.1M 0.01%
+980,929
1238
$18M 0.01%
+439,791
1239
$17.9M 0.01%
+218,020
1240
$17.9M 0.01%
+269,422
1241
$17.8M 0.01%
+1,784,921
1242
$17.8M 0.01%
+479,098
1243
$17.7M 0.01%
+544,073
1244
$17.7M 0.01%
+36,250
1245
$17.6M 0.01%
+507,073
1246
$17.6M 0.01%
+405,253
1247
$17.6M 0.01%
+966,579
1248
$17.6M 0.01%
+185,359
1249
$17.6M 0.01%
+873,560
1250
$17.6M 0.01%
+2,015,625
48 49
50
51 52