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
2226
$5.28M ﹤0.01%
+111,280
2227
$5.27M ﹤0.01%
+389,495
2228
$5.27M ﹤0.01%
+121,127
2229
$5.27M ﹤0.01%
+157,223
2230
$5.25M ﹤0.01%
+216,753
2231
$5.25M ﹤0.01%
+534,687
2232
$5.25M ﹤0.01%
+183,380
2233
$5.24M ﹤0.01%
+346,302
2234
$5.23M ﹤0.01%
+262,402
2235
$5.22M ﹤0.01%
+277,201
2236
$5.21M ﹤0.01%
+199,741
2237
$5.21M ﹤0.01%
+207,390
2238
$5.21M ﹤0.01%
+173,701
2239
$5.2M ﹤0.01%
+434,871
2240
$5.2M ﹤0.01%
+737,902
2241
$5.19M ﹤0.01%
+295,569
2242
$5.19M ﹤0.01%
+181,866
2243
$5.18M ﹤0.01%
+346,896
2244
$5.17M ﹤0.01%
+200,819
2245
$5.17M ﹤0.01%
+367,807
2246
$5.17M ﹤0.01%
+288,841
2247
$5.16M ﹤0.01%
+104,513
2248
$5.15M ﹤0.01%
+147,590
2249
$5.14M ﹤0.01%
+600,141
2250
$5.14M ﹤0.01%
+214,242