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
2001
$6.79M ﹤0.01%
+373,496
2002
$6.78M ﹤0.01%
+382,566
2003
$6.78M ﹤0.01%
+653,853
2004
$6.78M ﹤0.01%
+90,381
2005
$6.76M ﹤0.01%
+220,257
2006
$6.75M ﹤0.01%
+1,705,800
2007
$6.75M ﹤0.01%
+314,409
2008
$6.75M ﹤0.01%
+132,728
2009
$6.75M ﹤0.01%
+563,128
2010
$6.74M ﹤0.01%
+220,609
2011
$6.74M ﹤0.01%
+41,910
2012
$6.73M ﹤0.01%
+555,461
2013
$6.73M ﹤0.01%
+286,027
2014
$6.71M ﹤0.01%
+103,346
2015
$6.71M ﹤0.01%
+275,805
2016
$6.71M ﹤0.01%
+596,380
2017
$6.71M ﹤0.01%
+92,142
2018
$6.7M ﹤0.01%
+338,547
2019
$6.7M ﹤0.01%
+331,149
2020
$6.7M ﹤0.01%
+108,503
2021
$6.7M ﹤0.01%
+267,276
2022
$6.7M ﹤0.01%
+308,629
2023
$6.7M ﹤0.01%
+60,715
2024
$6.67M ﹤0.01%
+66,713
2025
$6.67M ﹤0.01%
+113,503
79 80
81
82 83