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
1351
$15.6M 0.01%
+398,364
1352
$15.5M 0.01%
+282,293
1353
$15.5M 0.01%
+606,248
1354
$15.4M 0.01%
+622,068
1355
$15.4M 0.01%
+1,217,331
1356
$15.4M 0.01%
+591,665
1357
$15.4M 0.01%
+660,360
1358
$15.4M 0.01%
+52,766
1359
$15.4M 0.01%
+948,413
1360
$15.4M 0.01%
+699,796
1361
$15.4M 0.01%
+205,715
1362
$15.4M 0.01%
+1,404,711
1363
$15.4M 0.01%
+168,450
1364
$15.3M 0.01%
+261,507
1365
$15.3M 0.01%
+695,750
1366
$15.3M 0.01%
+1,215,116
1367
$15.3M 0.01%
+450,360
1368
$15.2M 0.01%
+3,963,809
1369
$15.2M 0.01%
+427,950
1370
$15.2M 0.01%
+1,587,735
1371
$15.1M 0.01%
+1,379,004
1372
$15.1M 0.01%
+1,056,901
1373
$15.1M 0.01%
+205,172
1374
$15.1M 0.01%
+269,746
1375
$15.1M 0.01%
+871,759
53 54
55
56 57