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
1426
$14M 0.01%
+507,232
1427
$14M 0.01%
+534,444
1428
$13.9M 0.01%
+1,251,936
1429
$13.9M 0.01%
+208,321
1430
$13.9M 0.01%
+323,852
1431
$13.9M 0.01%
+341,542
1432
$13.8M 0.01%
+434,700
1433
$13.8M 0.01%
+266,508
1434
$13.8M 0.01%
+638,839
1435
$13.8M 0.01%
+245,659
1436
$13.7M 0.01%
+680,564
1437
$13.7M 0.01%
+364,561
1438
$13.7M 0.01%
+644,284
1439
$13.7M 0.01%
+285,899
1440
$13.6M 0.01%
+949,225
1441
$13.6M 0.01%
+94,071
1442
$13.6M 0.01%
+619,669
1443
$13.6M 0.01%
+1,117,160
1444
$13.6M 0.01%
+215,807
1445
$13.5M 0.01%
+548,616
1446
$13.5M 0.01%
+941,946
1447
$13.5M 0.01%
+340,860
1448
$13.5M 0.01%
+34,423
1449
$13.5M 0.01%
+314,926
1450
$13.4M 0.01%
+1,740,194
56 57
58
59 60