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
1801
$8.48M ﹤0.01%
+587,139
1802
$8.47M ﹤0.01%
+302,179
1803
$8.47M ﹤0.01%
+325,911
1804
$8.47M ﹤0.01%
+1,591,823
1805
$8.47M ﹤0.01%
+686,923
1806
$8.43M ﹤0.01%
+8,926
1807
$8.43M ﹤0.01%
+328,970
1808
$8.42M ﹤0.01%
+479,485
1809
$8.39M ﹤0.01%
+307,039
1810
$8.39M ﹤0.01%
+619,626
1811
$8.39M ﹤0.01%
+159,286
1812
$8.38M ﹤0.01%
+130,285
1813
$8.36M ﹤0.01%
+35,705
1814
$8.35M ﹤0.01%
+2,413,275
1815
$8.34M ﹤0.01%
+426,743
1816
$8.34M ﹤0.01%
+471,714
1817
$8.31M ﹤0.01%
+535,563
1818
$8.29M ﹤0.01%
+874,813
1819
$8.28M ﹤0.01%
+143,119
1820
$8.27M ﹤0.01%
+148,959
1821
$8.24M ﹤0.01%
+85,553
1822
$8.24M ﹤0.01%
+548,708
1823
$8.23M ﹤0.01%
+297,299
1824
$8.23M ﹤0.01%
+452,820
1825
$8.23M ﹤0.01%
+355,853