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
1976
$6.97M ﹤0.01%
+499,022
1977
$6.96M ﹤0.01%
+424,155
1978
$6.96M ﹤0.01%
+146,647
1979
$6.96M ﹤0.01%
+518,445
1980
$6.96M ﹤0.01%
+172,751
1981
$6.95M ﹤0.01%
+66,129
1982
$6.95M ﹤0.01%
+123,431
1983
$6.93M ﹤0.01%
+486,197
1984
$6.92M ﹤0.01%
+213,816
1985
$6.91M ﹤0.01%
+132,055
1986
$6.9M ﹤0.01%
+156,534
1987
$6.87M ﹤0.01%
+458,788
1988
$6.85M ﹤0.01%
+1,809,373
1989
$6.85M ﹤0.01%
+801,639
1990
$6.84M ﹤0.01%
+185,790
1991
$6.82M ﹤0.01%
+219,930
1992
$6.82M ﹤0.01%
+24,081
1993
$6.81M ﹤0.01%
+477,334
1994
$6.81M ﹤0.01%
+150,386
1995
$6.8M ﹤0.01%
+1,085,583
1996
$6.8M ﹤0.01%
+427,472
1997
$6.8M ﹤0.01%
+354,981
1998
$6.79M ﹤0.01%
+424,915
1999
$6.79M ﹤0.01%
+169,722
2000
$6.79M ﹤0.01%
+829,315
78 79
80
81 82