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
1626
$10.8M 0.01%
+400,888
1627
$10.8M 0.01%
+345,025
1628
$10.8M 0.01%
+793,957
1629
$10.8M 0.01%
+207,394
1630
$10.8M 0.01%
+280,377
1631
$10.7M 0.01%
+171,882
1632
$10.7M 0.01%
+1,020,840
1633
$10.7M 0.01%
+5,421,283
1634
$10.7M 0.01%
+393,218
1635
$10.7M 0.01%
+339,913
1636
$10.7M 0.01%
+616,034
1637
$10.6M 0.01%
+219,524
1638
$10.6M 0.01%
+159,843
1639
$10.6M 0.01%
+505,348
1640
$10.6M 0.01%
+459,402
1641
$10.6M 0.01%
+986,493
1642
$10.6M 0.01%
+3,349,584
1643
$10.6M 0.01%
+175,930
1644
$10.6M 0.01%
+295,188
1645
$10.6M 0.01%
+694,142
1646
$10.5M 0.01%
+328,987
1647
$10.5M 0.01%
+377,764
1648
$10.5M 0.01%
+128,341
1649
$10.5M 0.01%
+541,765
1650
$10.4M 0.01%
+523,538
64 65
66
67 68