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
1776
$8.77M ﹤0.01%
+363,171
1777
$8.77M ﹤0.01%
+471,232
1778
$8.74M ﹤0.01%
+101,050
1779
$8.73M ﹤0.01%
+1,089,557
1780
$8.72M ﹤0.01%
+661,035
1781
$8.71M ﹤0.01%
+1,127,574
1782
$8.69M ﹤0.01%
+46,144
1783
$8.69M ﹤0.01%
+479,335
1784
$8.68M ﹤0.01%
+1,222,868
1785
$8.68M ﹤0.01%
+526,069
1786
$8.66M ﹤0.01%
+287,124
1787
$8.64M ﹤0.01%
+314,226
1788
$8.62M ﹤0.01%
+400,943
1789
$8.62M ﹤0.01%
+417,803
1790
$8.61M ﹤0.01%
+219,238
1791
$8.59M ﹤0.01%
+215,641
1792
$8.57M ﹤0.01%
+129,076
1793
$8.57M ﹤0.01%
+262,255
1794
$8.56M ﹤0.01%
+266
1795
$8.55M ﹤0.01%
+341,416
1796
$8.54M ﹤0.01%
+910,857
1797
$8.53M ﹤0.01%
+653,604
1798
$8.52M ﹤0.01%
+433,199
1799
$8.52M ﹤0.01%
+317,659
1800
$8.5M ﹤0.01%
+94,135