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
1376
$15.1M 0.01%
+602,194
1377
$15.1M 0.01%
+375,462
1378
$15M 0.01%
+454,307
1379
$15M 0.01%
+133,663
1380
$15M 0.01%
+287,422
1381
$15M 0.01%
+136,374
1382
$15M 0.01%
+1,242,922
1383
$14.9M 0.01%
+686,476
1384
$14.9M 0.01%
+250,385
1385
$14.9M 0.01%
+996,490
1386
$14.8M 0.01%
+606,805
1387
$14.8M 0.01%
+693,927
1388
$14.8M 0.01%
+361,512
1389
$14.8M 0.01%
+711,620
1390
$14.8M 0.01%
+340,039
1391
$14.7M 0.01%
+161,321
1392
$14.7M 0.01%
+721,424
1393
$14.7M 0.01%
+224,691
1394
$14.7M 0.01%
+476,669
1395
$14.7M 0.01%
+495,033
1396
$14.7M 0.01%
+297,672
1397
$14.6M 0.01%
+722,956
1398
$14.6M 0.01%
+332,229
1399
$14.6M 0.01%
+319,436
1400
$14.6M 0.01%
+1,253,394