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
1501
$12.7M 0.01%
+96,654
1502
$12.6M 0.01%
+113,053
1503
$12.6M 0.01%
+982,091
1504
$12.6M 0.01%
+789,089
1505
$12.6M 0.01%
+161,739
1506
$12.6M 0.01%
+961,788
1507
$12.6M 0.01%
+1,884,791
1508
$12.6M 0.01%
+758,398
1509
$12.6M 0.01%
+448,029
1510
$12.5M 0.01%
+530,872
1511
$12.5M 0.01%
+215,191
1512
$12.5M 0.01%
+259,594
1513
$12.5M 0.01%
+177,563
1514
$12.5M 0.01%
+567,071
1515
$12.5M 0.01%
+337,087
1516
$12.5M 0.01%
+1,179,625
1517
$12.5M 0.01%
+997,712
1518
$12.4M 0.01%
+396,291
1519
$12.4M 0.01%
+659,397
1520
$12.4M 0.01%
+54,660
1521
$12.4M 0.01%
+90,996
1522
$12.4M 0.01%
+135,361
1523
$12.4M 0.01%
+627,347
1524
$12.4M 0.01%
+85,437
1525
$12.4M 0.01%
+380,837
59 60
61
62 63