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
1851
$8M ﹤0.01%
+322,035
1852
$7.99M ﹤0.01%
+257,483
1853
$7.98M ﹤0.01%
+19,965
1854
$7.98M ﹤0.01%
+672,285
1855
$7.98M ﹤0.01%
+227,817
1856
$7.98M ﹤0.01%
+117,373
1857
$7.97M ﹤0.01%
+361,274
1858
$7.97M ﹤0.01%
+349,953
1859
$7.96M ﹤0.01%
+231,813
1860
$7.95M ﹤0.01%
+1,016,919
1861
$7.95M ﹤0.01%
+696,641
1862
$7.94M ﹤0.01%
+619,700
1863
$7.94M ﹤0.01%
+91,410
1864
$7.93M ﹤0.01%
+204,288
1865
$7.93M ﹤0.01%
+285,619
1866
$7.93M ﹤0.01%
+844,992
1867
$7.92M ﹤0.01%
+625,050
1868
$7.9M ﹤0.01%
+402,736
1869
$7.9M ﹤0.01%
+469,509
1870
$7.88M ﹤0.01%
+393,834
1871
$7.87M ﹤0.01%
+259,178
1872
$7.87M ﹤0.01%
+536,843
1873
$7.87M ﹤0.01%
+230,643
1874
$7.85M ﹤0.01%
+157,412
1875
$7.85M ﹤0.01%
+207,559
73 74
75
76 77