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
2051
$6.47M ﹤0.01%
+77,265
2052
$6.45M ﹤0.01%
+522,880
2053
$6.44M ﹤0.01%
+347,483
2054
$6.41M ﹤0.01%
+137,041
2055
$6.41M ﹤0.01%
+113,574
2056
$6.4M ﹤0.01%
+813,323
2057
$6.37M ﹤0.01%
+326,549
2058
$6.37M ﹤0.01%
+315,924
2059
$6.36M ﹤0.01%
+80,008
2060
$6.36M ﹤0.01%
+427,709
2061
$6.36M ﹤0.01%
+134,664
2062
$6.35M ﹤0.01%
+340,508
2063
$6.34M ﹤0.01%
+85,053
2064
$6.34M ﹤0.01%
+241,363
2065
$6.33M ﹤0.01%
+843,675
2066
$6.33M ﹤0.01%
+138,085
2067
$6.32M ﹤0.01%
+538,937
2068
$6.31M ﹤0.01%
+120,954
2069
$6.3M ﹤0.01%
+474,827
2070
$6.3M ﹤0.01%
+262,383
2071
$6.29M ﹤0.01%
+260,578
2072
$6.29M ﹤0.01%
+586,459
2073
$6.29M ﹤0.01%
+313,797
2074
$6.28M ﹤0.01%
+251,326
2075
$6.27M ﹤0.01%
+334,151