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
1651
$10.4M 0.01%
+285,736
1652
$10.4M 0.01%
+237,380
1653
$10.4M 0.01%
+167,003
1654
$10.4M 0.01%
+280,497
1655
$10.4M 0.01%
+434,366
1656
$10.4M 0.01%
+378,202
1657
$10.4M 0.01%
+1,282,045
1658
$10.3M 0.01%
+448,938
1659
$10.3M 0.01%
+330,096
1660
$10.3M 0.01%
+375,802
1661
$10.3M 0.01%
+489,426
1662
$10.3M 0.01%
+656,792
1663
$10.3M 0.01%
+409,466
1664
$10.3M 0.01%
+252,972
1665
$10.3M 0.01%
+207,207
1666
$10.3M 0.01%
+253,524
1667
$10.3M 0.01%
+1,127,725
1668
$10.3M 0.01%
+348,568
1669
$10.2M 0.01%
+543,409
1670
$10.2M 0.01%
+8,609
1671
$10.2M 0.01%
+156,750
1672
$10.2M 0.01%
+308,491
1673
$10.2M 0.01%
+491,822
1674
$10.2M 0.01%
+370,424
1675
$10.2M 0.01%
+509,642
65 66
67
68 69