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
2251
$5.13M ﹤0.01%
+79,635
2252
$5.13M ﹤0.01%
+590,142
2253
$5.12M ﹤0.01%
+220,698
2254
$5.11M ﹤0.01%
+308,647
2255
$5.11M ﹤0.01%
+199,512
2256
$5.1M ﹤0.01%
+38,263
2257
$5.1M ﹤0.01%
+221,363
2258
$5.1M ﹤0.01%
+296,627
2259
$5.09M ﹤0.01%
+253,636
2260
$5.09M ﹤0.01%
+122,292
2261
$5.09M ﹤0.01%
+126,784
2262
$5.09M ﹤0.01%
+1,151,190
2263
$5.07M ﹤0.01%
+364,761
2264
$5.06M ﹤0.01%
+102,810
2265
$5.05M ﹤0.01%
+124,274
2266
$5.05M ﹤0.01%
+133,026
2267
$5.04M ﹤0.01%
+430,543
2268
$5.04M ﹤0.01%
+546,067
2269
$5.03M ﹤0.01%
+132,219
2270
$5.03M ﹤0.01%
+171,190
2271
$5.02M ﹤0.01%
+97,496
2272
$5.02M ﹤0.01%
+283,171
2273
$5.02M ﹤0.01%
+247,640
2274
$5.02M ﹤0.01%
+109,147
2275
$5.01M ﹤0.01%
+35,739