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
1526
$12.4M 0.01%
+2,145,774
1527
$12.3M 0.01%
+2,848,254
1528
$12.3M 0.01%
+435,957
1529
$12.3M 0.01%
+596,452
1530
$12.3M 0.01%
+910,913
1531
$12.3M 0.01%
+301,733
1532
$12.3M 0.01%
+601,049
1533
$12.2M 0.01%
+727,835
1534
$12.2M 0.01%
+72,987
1535
$12.2M 0.01%
+555,234
1536
$12.1M 0.01%
+379,895
1537
$12.1M 0.01%
+1,011,649
1538
$12.1M 0.01%
+373,144
1539
$12.1M 0.01%
+466,000
1540
$12.1M 0.01%
+551,669
1541
$12.1M 0.01%
+608,246
1542
$12.1M 0.01%
+576,178
1543
$12.1M 0.01%
+1,655,050
1544
$12.1M 0.01%
+149,081
1545
$12.1M 0.01%
+1,893,708
1546
$12M 0.01%
+739,738
1547
$12M 0.01%
+666,852
1548
$12M 0.01%
+2,013,743
1549
$12M 0.01%
+1,843,488
1550
$11.9M 0.01%
+654,084
60 61
62
63 64