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
2126
$5.88M ﹤0.01%
+421,585
2127
$5.88M ﹤0.01%
+102,720
2128
$5.87M ﹤0.01%
+190,896
2129
$5.85M ﹤0.01%
+173,456
2130
$5.85M ﹤0.01%
+275,088
2131
$5.84M ﹤0.01%
+281,017
2132
$5.84M ﹤0.01%
+122,558
2133
$5.81M ﹤0.01%
+274,512
2134
$5.81M ﹤0.01%
+444,732
2135
$5.79M ﹤0.01%
+47,006
2136
$5.78M ﹤0.01%
+436,255
2137
$5.78M ﹤0.01%
+102,365
2138
$5.77M ﹤0.01%
+552,535
2139
$5.77M ﹤0.01%
+439,322
2140
$5.77M ﹤0.01%
+279,773
2141
$5.76M ﹤0.01%
+170,683
2142
$5.76M ﹤0.01%
+449,599
2143
$5.73M ﹤0.01%
+234,016
2144
$5.73M ﹤0.01%
+119,298
2145
$5.73M ﹤0.01%
+569,173
2146
$5.72M ﹤0.01%
+212,601
2147
$5.72M ﹤0.01%
+420,414
2148
$5.72M ﹤0.01%
+660,769
2149
$5.72M ﹤0.01%
+153,824
2150
$5.72M ﹤0.01%
+63,316