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
1476
$13M 0.01%
+668,722
1477
$13M 0.01%
+345,264
1478
$13M 0.01%
+732,425
1479
$13M 0.01%
+209,392
1480
$12.9M 0.01%
+1,044,622
1481
$12.9M 0.01%
+336,250
1482
$12.9M 0.01%
+558,484
1483
$12.9M 0.01%
+920,548
1484
$12.8M 0.01%
+561,386
1485
$12.8M 0.01%
+562,046
1486
$12.8M 0.01%
+261,851
1487
$12.8M 0.01%
+462,043
1488
$12.8M 0.01%
+190,754
1489
$12.8M 0.01%
+201,486
1490
$12.8M 0.01%
+633,021
1491
$12.7M 0.01%
+1,009,975
1492
$12.7M 0.01%
+415,538
1493
$12.7M 0.01%
+366,951
1494
$12.7M 0.01%
+1,007,198
1495
$12.7M 0.01%
+605,673
1496
$12.7M 0.01%
+399,279
1497
$12.7M 0.01%
+784,460
1498
$12.7M 0.01%
+275,393
1499
$12.7M 0.01%
+205,437
1500
$12.7M 0.01%
+543,353
58 59
60
61 62