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
1826
$8.2M ﹤0.01%
+146,484
1827
$8.19M ﹤0.01%
+286,051
1828
$8.19M ﹤0.01%
+358,722
1829
$8.17M ﹤0.01%
+405,427
1830
$8.14M ﹤0.01%
+1,377,790
1831
$8.14M ﹤0.01%
+246,806
1832
$8.13M ﹤0.01%
+683,106
1833
$8.13M ﹤0.01%
+495,522
1834
$8.12M ﹤0.01%
+203,586
1835
$8.1M ﹤0.01%
+339,879
1836
$8.08M ﹤0.01%
+1,131,356
1837
$8.08M ﹤0.01%
+233,740
1838
$8.07M ﹤0.01%
+147,960
1839
$8.07M ﹤0.01%
+271,020
1840
$8.06M ﹤0.01%
+397,938
1841
$8.06M ﹤0.01%
+242,372
1842
$8.04M ﹤0.01%
+324,366
1843
$8.04M ﹤0.01%
+548,239
1844
$8.03M ﹤0.01%
+277,796
1845
$8.03M ﹤0.01%
+330,674
1846
$8.03M ﹤0.01%
+1,428,481
1847
$8.03M ﹤0.01%
+146,915
1848
$8.02M ﹤0.01%
+2,008,776
1849
$8.01M ﹤0.01%
+574,985
1850
$8M ﹤0.01%
+688,071