Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
2301
$4.88M ﹤0.01%
+304,051
2302
$4.87M ﹤0.01%
+170,130
2303
$4.87M ﹤0.01%
+229,886
2304
$4.86M ﹤0.01%
+222,589
2305
$4.86M ﹤0.01%
+338,792
2306
$4.86M ﹤0.01%
+138,848
2307
$4.86M ﹤0.01%
+633,136
2308
$4.84M ﹤0.01%
+404,431
2309
$4.83M ﹤0.01%
+130,361
2310
$4.83M ﹤0.01%
+199,847
2311
$4.83M ﹤0.01%
+426,165
2312
$4.83M ﹤0.01%
+74,055
2313
$4.82M ﹤0.01%
+196,144
2314
$4.82M ﹤0.01%
+345,058
2315
$4.81M ﹤0.01%
+186,362
2316
$4.81M ﹤0.01%
+271,321
2317
$4.81M ﹤0.01%
+299,134
2318
$4.8M ﹤0.01%
+266,608
2319
$4.79M ﹤0.01%
+102,957
2320
$4.79M ﹤0.01%
+231,023
2321
$4.78M ﹤0.01%
+283,740
2322
$4.78M ﹤0.01%
+173,196
2323
$4.77M ﹤0.01%
+206,534
2324
$4.77M ﹤0.01%
+559,566
2325
$4.77M ﹤0.01%
+134,985
91 92
93
94 95