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
1901
$7.64M ﹤0.01%
+312,441
1902
$7.64M ﹤0.01%
+246,279
1903
$7.64M ﹤0.01%
+631,210
1904
$7.62M ﹤0.01%
+43,205
1905
$7.62M ﹤0.01%
+546,263
1906
$7.61M ﹤0.01%
+591,413
1907
$7.58M ﹤0.01%
+168,444
1908
$7.56M ﹤0.01%
+262,646
1909
$7.55M ﹤0.01%
+412,022
1910
$7.53M ﹤0.01%
+271,230
1911
– –
0
1912
$7.53M ﹤0.01%
+448,904
1913
$7.5M ﹤0.01%
+1,082,315
1914
$7.5M ﹤0.01%
+546,554
1915
$7.48M ﹤0.01%
+215,480
1916
$7.47M ﹤0.01%
+137,950
1917
$7.46M ﹤0.01%
+265,887
1918
$7.45M ﹤0.01%
+175,875
1919
$7.45M ﹤0.01%
+82,221
1920
$7.44M ﹤0.01%
+448,741
1921
$7.44M ﹤0.01%
+154,957
1922
$7.44M ﹤0.01%
+171,087
1923
$7.43M ﹤0.01%
+351,517
1924
$7.42M ﹤0.01%
+1,055,718
1925
$7.42M ﹤0.01%
+217,820
75 76
77
78 79