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
$276B
AUM Growth
+$5.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,171
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.44B
3
+$884M
4
MSFT icon
Microsoft
MSFT
+$491M
5
BX icon
Blackstone
BX
+$414M

Top Sells

1
+$7.5B
2
+$1.87B
3
+$1.58B
4
ESRX
Express Scripts Holding Company
ESRX
+$859M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$502M

Sector Composition

1 Healthcare 9.19%
2 Financials 9.14%
3 Technology 8.77%
4 Communication Services 7.62%
5 Consumer Discretionary 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3376
$2.1M ﹤0.01%
46,191
+1,702
3377
$2.1M ﹤0.01%
2,060,728
-1,279,454
3378
$2.1M ﹤0.01%
75,525
+21,202
3379
$2.1M ﹤0.01%
40,837
+6,236
3380
$2.1M ﹤0.01%
106,940
-390
3381
$2.09M ﹤0.01%
113,926
-29,604
3382
$2.09M ﹤0.01%
407
+89
3383
$2.09M ﹤0.01%
+80,776
3384
$2.08M ﹤0.01%
30,746
+1,162
3385
$2.07M ﹤0.01%
66,998
-748
3386
$2.07M ﹤0.01%
51,655
-3,555
3387
$2.07M ﹤0.01%
38,055
+12,435
3388
$2.06M ﹤0.01%
169,747
-71,993
3389
$2.06M ﹤0.01%
92,458
-20,737
3390
$2.06M ﹤0.01%
74,288
-4,488
3391
$2.06M ﹤0.01%
11,084
-3,735
3392
$2.06M ﹤0.01%
128,621
-246,355
3393
$2.06M ﹤0.01%
196,519
-16,982
3394
$2.06M ﹤0.01%
72,627
-60
3395
$2.05M ﹤0.01%
186,228
-1,533
3396
$2.05M ﹤0.01%
311,848
-157,590
3397
$2.04M ﹤0.01%
153,238
+101,078
3398
$2.04M ﹤0.01%
58,653
-43,554
3399
$2.04M ﹤0.01%
62,014
-49,966
3400
$2.04M ﹤0.01%
202,511
+31,010
134 135
136
137 138