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
3401
$2.04M ﹤0.01%
40,765
+39,415
3402
$2.04M ﹤0.01%
781
+765
3403
$2.04M ﹤0.01%
33,139
-7,691
3404
$2.03M ﹤0.01%
115,102
-13,095
3405
$2.03M ﹤0.01%
85,723
-3,518
3406
$2.03M ﹤0.01%
110,192
+4,900
3407
$2.03M ﹤0.01%
46,564
-11,336
3408
$2.02M ﹤0.01%
19,481
-48,751
3409
$2.02M ﹤0.01%
1,569,627
+7,413
3410
$2.02M ﹤0.01%
98,705
+27,333
3411
$2.02M ﹤0.01%
131,970
+99,422
3412
$2.02M ﹤0.01%
43,830
-6,051
3413
$2.02M ﹤0.01%
94,443
+84,910
3414
$2.02M ﹤0.01%
179,660
-48,177
3415
$2.01M ﹤0.01%
79,462
-69,725
3416
$2.01M ﹤0.01%
71,933
+19,479
3417
$2M ﹤0.01%
191,434
-51,049
3418
$2M ﹤0.01%
33,145
+1,011
3419
$2M ﹤0.01%
159,223
-972,780
3420
$2M ﹤0.01%
40,048
+40,038
3421
$2M ﹤0.01%
145,423
-16,128
3422
$2M ﹤0.01%
12,722
-27,028
3423
$2M ﹤0.01%
35,708
+1,857
3424
$2M ﹤0.01%
132,308
-179,826
3425
$1.99M ﹤0.01%
42,934
-62,230
135 136
137
138 139