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
2326
$4.76M ﹤0.01%
+277,763
2327
$4.76M ﹤0.01%
+104,020
2328
$4.74M ﹤0.01%
+453,547
2329
$4.74M ﹤0.01%
+206,596
2330
$4.73M ﹤0.01%
+97,157
2331
$4.73M ﹤0.01%
+73,804
2332
$4.72M ﹤0.01%
+302,406
2333
$4.71M ﹤0.01%
+277,887
2334
$4.71M ﹤0.01%
+1,026,232
2335
$4.71M ﹤0.01%
+244,156
2336
$4.71M ﹤0.01%
+399,345
2337
$4.7M ﹤0.01%
+250,930
2338
$4.69M ﹤0.01%
+339,264
2339
$4.69M ﹤0.01%
+615,411
2340
$4.68M ﹤0.01%
+276,916
2341
$4.68M ﹤0.01%
+129,386
2342
$4.68M ﹤0.01%
+599,379
2343
$4.67M ﹤0.01%
+799,661
2344
$4.67M ﹤0.01%
+85,181
2345
$4.67M ﹤0.01%
+147,469
2346
$4.67M ﹤0.01%
+276,243
2347
$4.66M ﹤0.01%
+127,638
2348
$4.66M ﹤0.01%
+376,069
2349
$4.64M ﹤0.01%
+318,013
2350
$4.63M ﹤0.01%
+90,495
92 93
94
95 96