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
2026
$6.67M ﹤0.01%
+92,048
2027
$6.66M ﹤0.01%
+119,522
2028
$6.65M ﹤0.01%
+475,183
2029
$6.65M ﹤0.01%
+155,274
2030
$6.64M ﹤0.01%
+234,854
2031
$6.64M ﹤0.01%
+152,657
2032
$6.62M ﹤0.01%
+183,291
2033
$6.61M ﹤0.01%
+78,240
2034
$6.61M ﹤0.01%
+260,136
2035
$6.59M ﹤0.01%
+228,516
2036
$6.58M ﹤0.01%
+292,518
2037
$6.57M ﹤0.01%
+32,642
2038
$6.56M ﹤0.01%
+259,209
2039
$6.56M ﹤0.01%
+107,849
2040
$6.55M ﹤0.01%
+462,464
2041
$6.55M ﹤0.01%
+669,330
2042
$6.54M ﹤0.01%
+442,928
2043
$6.54M ﹤0.01%
+2,150,943
2044
$6.54M ﹤0.01%
+98,844
2045
$6.54M ﹤0.01%
+300,371
2046
$6.53M ﹤0.01%
+66,488
2047
$6.52M ﹤0.01%
+234,668
2048
$6.5M ﹤0.01%
+299,632
2049
$6.49M ﹤0.01%
+168,412
2050
$6.48M ﹤0.01%
+308,256