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
2426
$4.26M ﹤0.01%
+183,734
2427
$4.26M ﹤0.01%
+76,618
2428
$4.26M ﹤0.01%
+696,695
2429
$4.25M ﹤0.01%
+716,264
2430
$4.25M ﹤0.01%
+397,133
2431
$4.25M ﹤0.01%
+336,190
2432
$4.25M ﹤0.01%
+352,016
2433
$4.25M ﹤0.01%
+96,342
2434
$4.24M ﹤0.01%
+153,596
2435
$4.23M ﹤0.01%
+319,209
2436
$4.23M ﹤0.01%
+201,382
2437
$4.23M ﹤0.01%
+487,142
2438
$4.23M ﹤0.01%
+138,827
2439
$4.22M ﹤0.01%
+156,534
2440
$4.22M ﹤0.01%
+215,219
2441
$4.21M ﹤0.01%
+162,319
2442
$4.21M ﹤0.01%
+279,722
2443
$4.2M ﹤0.01%
+160,760
2444
$4.2M ﹤0.01%
+91,920
2445
$4.2M ﹤0.01%
+146,508
2446
$4.19M ﹤0.01%
+244,900
2447
$4.19M ﹤0.01%
+201,330
2448
$4.18M ﹤0.01%
+245,553
2449
$4.16M ﹤0.01%
+329,832
2450
$4.16M ﹤0.01%
+160,818