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
1276
$16.9M 0.01%
+4,825,070
1277
$16.9M 0.01%
+393,835
1278
$16.8M 0.01%
+785,239
1279
$16.8M 0.01%
+477,792
1280
$16.8M 0.01%
+88,259
1281
$16.8M 0.01%
+274,312
1282
$16.8M 0.01%
+320,818
1283
$16.7M 0.01%
+1,131,811
1284
$16.7M 0.01%
+278,519
1285
$16.7M 0.01%
+4,177,589
1286
$16.7M 0.01%
+673,342
1287
$16.7M 0.01%
+1,396,667
1288
$16.6M 0.01%
+489,303
1289
$16.6M 0.01%
+160,247
1290
$16.6M 0.01%
+883,245
1291
$16.5M 0.01%
+1,310,633
1292
$16.5M 0.01%
+614,630
1293
$16.5M 0.01%
+324,026
1294
$16.5M 0.01%
+904,795
1295
$16.5M 0.01%
+577,544
1296
$16.4M 0.01%
+274,277
1297
$16.4M 0.01%
+1,453,260
1298
$16.4M 0.01%
+263,580
1299
$16.4M 0.01%
+419,497
1300
$16.4M 0.01%
+501,114