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
1751
$9.19M ﹤0.01%
+272,406
1752
$9.18M ﹤0.01%
+153,470
1753
$9.18M ﹤0.01%
+554,882
1754
$9.17M ﹤0.01%
+389,634
1755
$9.15M ﹤0.01%
+405,977
1756
$9.11M ﹤0.01%
+271,279
1757
$9.07M ﹤0.01%
+307,813
1758
$9.05M ﹤0.01%
+405,549
1759
$9.04M ﹤0.01%
+141,736
1760
$9.01M ﹤0.01%
+792,859
1761
$9.01M ﹤0.01%
+223,334
1762
$9.01M ﹤0.01%
+198,168
1763
$8.99M ﹤0.01%
+153,562
1764
$8.98M ﹤0.01%
+635,865
1765
$8.97M ﹤0.01%
+426,134
1766
$8.94M ﹤0.01%
+166,284
1767
$8.94M ﹤0.01%
+605,449
1768
$8.92M ﹤0.01%
+523,000
1769
$8.92M ﹤0.01%
+420,926
1770
$8.91M ﹤0.01%
+181,529
1771
$8.91M ﹤0.01%
+621,006
1772
$8.89M ﹤0.01%
+459,041
1773
$8.83M ﹤0.01%
+766,064
1774
$8.81M ﹤0.01%
+232,574
1775
$8.81M ﹤0.01%
+219,640