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
2176
$5.59M ﹤0.01%
+139,195
2177
$5.58M ﹤0.01%
+203,265
2178
$5.57M ﹤0.01%
+1,088,731
2179
$5.57M ﹤0.01%
+427,628
2180
$5.55M ﹤0.01%
+259,074
2181
$5.54M ﹤0.01%
+330,037
2182
$5.54M ﹤0.01%
+21,108
2183
$5.53M ﹤0.01%
+534,223
2184
$5.53M ﹤0.01%
+76,480
2185
$5.53M ﹤0.01%
+102,329
2186
$5.52M ﹤0.01%
+258,120
2187
$5.51M ﹤0.01%
+304,700
2188
$5.51M ﹤0.01%
+150,390
2189
$5.49M ﹤0.01%
+585,243
2190
$5.49M ﹤0.01%
+256,823
2191
$5.49M ﹤0.01%
+416,702
2192
$5.48M ﹤0.01%
+830,554
2193
$5.48M ﹤0.01%
+127,386
2194
$5.47M ﹤0.01%
+301,032
2195
$5.47M ﹤0.01%
+31,548
2196
$5.46M ﹤0.01%
+478,172
2197
$5.46M ﹤0.01%
+151,176
2198
$5.46M ﹤0.01%
+185,919
2199
$5.46M ﹤0.01%
+212,847
2200
$5.44M ﹤0.01%
+157,556