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
1951
$7.17M ﹤0.01%
+211,801
1952
$7.16M ﹤0.01%
+125,956
1953
$7.15M ﹤0.01%
+339,676
1954
$7.14M ﹤0.01%
+1,370,616
1955
$7.14M ﹤0.01%
+142,284
1956
$7.13M ﹤0.01%
+408,982
1957
$7.13M ﹤0.01%
+323,840
1958
$7.13M ﹤0.01%
+88,760
1959
$7.13M ﹤0.01%
+292,276
1960
$7.13M ﹤0.01%
+226,828
1961
$7.12M ﹤0.01%
+140,966
1962
$7.1M ﹤0.01%
+345,189
1963
$7.1M ﹤0.01%
+273,840
1964
$7.09M ﹤0.01%
+358,967
1965
$7.09M ﹤0.01%
+272,705
1966
$7.09M ﹤0.01%
+158,022
1967
$7.09M ﹤0.01%
+1,152,190
1968
$7.07M ﹤0.01%
+1,140,806
1969
$7.06M ﹤0.01%
+2,369,137
1970
$7.05M ﹤0.01%
+952,088
1971
$7.03M ﹤0.01%
+208,683
1972
$7.01M ﹤0.01%
+317,937
1973
$7.01M ﹤0.01%
+267,501
1974
$7M ﹤0.01%
+532,472
1975
$6.98M ﹤0.01%
+238,320
77 78
79
80 81