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
1326
$16.1M 0.01%
+164,701
1327
$16M 0.01%
+161,792
1328
$16M 0.01%
+1,172,467
1329
$16M 0.01%
+642,106
1330
$16M 0.01%
+244,315
1331
$15.9M 0.01%
+245,215
1332
$15.9M 0.01%
+3,461,959
1333
$15.9M 0.01%
+735,722
1334
$15.9M 0.01%
+299,478
1335
$15.9M 0.01%
+510,481
1336
$15.8M 0.01%
+1,607,767
1337
$15.8M 0.01%
+284,023
1338
$15.8M 0.01%
+614,969
1339
$15.8M 0.01%
+3,841,032
1340
$15.7M 0.01%
+514,510
1341
$15.7M 0.01%
+34,257
1342
$15.7M 0.01%
+409,288
1343
$15.6M 0.01%
+1,330,350
1344
$15.6M 0.01%
+459,021
1345
$15.6M 0.01%
+600,600
1346
$15.6M 0.01%
+377,759
1347
$15.6M 0.01%
+478,016
1348
$15.6M 0.01%
+1,537,885
1349
$15.6M 0.01%
+140,821
1350
$15.6M 0.01%
+2,868,980
52 53
54
55 56