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
2151
$5.72M ﹤0.01%
+152,071
2152
$5.71M ﹤0.01%
+420,664
2153
$5.71M ﹤0.01%
+324,745
2154
$5.7M ﹤0.01%
+131,939
2155
$5.7M ﹤0.01%
+191,828
2156
$5.69M ﹤0.01%
+495,889
2157
$5.69M ﹤0.01%
+154,918
2158
$5.69M ﹤0.01%
+77,857
2159
$5.69M ﹤0.01%
+687,084
2160
$5.69M ﹤0.01%
+67,949
2161
$5.69M ﹤0.01%
+169,973
2162
$5.67M ﹤0.01%
+236,415
2163
$5.67M ﹤0.01%
+250,319
2164
$5.66M ﹤0.01%
+139,638
2165
$5.66M ﹤0.01%
+336,497
2166
$5.66M ﹤0.01%
+212,268
2167
$5.65M ﹤0.01%
+982,822
2168
$5.65M ﹤0.01%
+144,204
2169
$5.63M ﹤0.01%
+433,451
2170
$5.63M ﹤0.01%
+285,413
2171
$5.62M ﹤0.01%
+290,146
2172
$5.62M ﹤0.01%
+553,374
2173
$5.61M ﹤0.01%
+133,909
2174
$5.6M ﹤0.01%
+152,753
2175
$5.6M ﹤0.01%
+315,828