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
2076
$6.27M ﹤0.01%
+979,318
2077
$6.27M ﹤0.01%
+410,850
2078
$6.26M ﹤0.01%
+546,958
2079
$6.24M ﹤0.01%
+300,600
2080
$6.24M ﹤0.01%
+227,076
2081
$6.22M ﹤0.01%
+895,508
2082
$6.22M ﹤0.01%
+459,084
2083
$6.21M ﹤0.01%
+119,406
2084
$6.21M ﹤0.01%
+207,550
2085
$6.21M ﹤0.01%
+170,244
2086
$6.21M ﹤0.01%
+134,419
2087
$6.2M ﹤0.01%
+175,965
2088
$6.19M ﹤0.01%
+1,020,495
2089
$6.18M ﹤0.01%
+163,756
2090
$6.18M ﹤0.01%
+161,336
2091
$6.18M ﹤0.01%
+320,208
2092
$6.14M ﹤0.01%
+3,341
2093
$6.14M ﹤0.01%
+123,343
2094
$6.13M ﹤0.01%
+232,794
2095
$6.12M ﹤0.01%
+129,260
2096
$6.1M ﹤0.01%
+263,069
2097
$6.1M ﹤0.01%
+148,609
2098
$6.09M ﹤0.01%
+195,460
2099
$6.08M ﹤0.01%
+228,408
2100
$6.08M ﹤0.01%
+683,243