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
1451
$13.4M 0.01%
+2,091,026
1452
$13.4M 0.01%
+994,280
1453
$13.4M 0.01%
+287,701
1454
$13.4M 0.01%
+499,400
1455
$13.4M 0.01%
+598,928
1456
$13.4M 0.01%
+684,798
1457
$13.3M 0.01%
+449,381
1458
$13.3M 0.01%
+535,500
1459
$13.3M 0.01%
+727,967
1460
$13.3M 0.01%
+406,950
1461
$13.3M 0.01%
+228,949
1462
$13.3M 0.01%
+959
1463
$13.3M 0.01%
+474,561
1464
$13.2M 0.01%
+760,285
1465
$13.2M 0.01%
+1,106,148
1466
$13.2M 0.01%
+370,388
1467
$13.2M 0.01%
+269,519
1468
$13.2M 0.01%
+303,897
1469
$13.1M 0.01%
+322,723
1470
$13.1M 0.01%
+907,407
1471
$13.1M 0.01%
+521,634
1472
$13.1M 0.01%
+414,875
1473
$13.1M 0.01%
+25,518
1474
$13M 0.01%
+359,696
1475
$13M 0.01%
+1,235,511
57 58
59
60 61