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
1876
$7.83M ﹤0.01%
+123,474
1877
$7.82M ﹤0.01%
+451,727
1878
$7.82M ﹤0.01%
+160,470
1879
$7.82M ﹤0.01%
+380,979
1880
$7.81M ﹤0.01%
+9,697,736
1881
$7.81M ﹤0.01%
+231,554
1882
$7.8M ﹤0.01%
+119,903
1883
$7.79M ﹤0.01%
+157,510
1884
$7.76M ﹤0.01%
+284,804
1885
$7.76M ﹤0.01%
+919,949
1886
$7.76M ﹤0.01%
+574,839
1887
$7.74M ﹤0.01%
+228,912
1888
$7.73M ﹤0.01%
+541,162
1889
$7.72M ﹤0.01%
+457,977
1890
$7.72M ﹤0.01%
+219,912
1891
$7.71M ﹤0.01%
+350,821
1892
$7.71M ﹤0.01%
+668,083
1893
$7.71M ﹤0.01%
+147,739
1894
$7.7M ﹤0.01%
+97,323
1895
$7.7M ﹤0.01%
+35,519
1896
$7.69M ﹤0.01%
+23,418
1897
$7.69M ﹤0.01%
+92,906
1898
$7.67M ﹤0.01%
+148,993
1899
$7.65M ﹤0.01%
+526,576
1900
$7.65M ﹤0.01%
+359,595
74 75
76
77 78