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
2101
$6.06M ﹤0.01%
+2,973,088
2102
$6.05M ﹤0.01%
+113,725
2103
$6.05M ﹤0.01%
+403,906
2104
$6.04M ﹤0.01%
+125,794
2105
$6.04M ﹤0.01%
+151,393
2106
$6.03M ﹤0.01%
+149,049
2107
$6.01M ﹤0.01%
+1,123,269
2108
$6.01M ﹤0.01%
+959,520
2109
$6M ﹤0.01%
+446,445
2110
$6M ﹤0.01%
+190,277
2111
$5.99M ﹤0.01%
+24,123
2112
$5.98M ﹤0.01%
+266,067
2113
$5.97M ﹤0.01%
+716,182
2114
$5.97M ﹤0.01%
+1,254,736
2115
$5.97M ﹤0.01%
+333,538
2116
$5.95M ﹤0.01%
+121,643
2117
$5.94M ﹤0.01%
+94,192
2118
$5.94M ﹤0.01%
+208,995
2119
$5.94M ﹤0.01%
+996,499
2120
$5.93M ﹤0.01%
+109,438
2121
$5.91M ﹤0.01%
+162,442
2122
$5.9M ﹤0.01%
+141,812
2123
$5.9M ﹤0.01%
+143,706
2124
$5.89M ﹤0.01%
+338,138
2125
$5.89M ﹤0.01%
+417,676