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
1601
$11.2M 0.01%
+639,887
1602
$11.1M 0.01%
+305,486
1603
$11.1M 0.01%
+248,796
1604
$11.1M 0.01%
+229,887
1605
$11.1M 0.01%
+209,296
1606
$11.1M 0.01%
+533,586
1607
$11.1M 0.01%
+134,894
1608
$11M 0.01%
+730,148
1609
$11M 0.01%
+550,889
1610
$11M 0.01%
+529,310
1611
$11M 0.01%
+116,262
1612
$11M 0.01%
+407,667
1613
$11M 0.01%
+495,772
1614
$11M 0.01%
+159,207
1615
$11M 0.01%
+1,680,950
1616
$10.9M 0.01%
+868,976
1617
$10.9M 0.01%
+413,575
1618
$10.9M 0.01%
+330,069
1619
$10.9M 0.01%
+298,048
1620
$10.9M 0.01%
+664,361
1621
$10.9M 0.01%
+87,154
1622
$10.9M 0.01%
+1,891,382
1623
$10.8M 0.01%
+149,731
1624
$10.8M 0.01%
+420,941
1625
$10.8M 0.01%
+345,000