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
3426
$1.99M ﹤0.01%
51,685
+26,861
3427
$1.99M ﹤0.01%
70,228
-121,125
3428
$1.99M ﹤0.01%
+33,431
3429
$1.98M ﹤0.01%
148,941
-31,051
3430
$1.98M ﹤0.01%
121,680
+54,371
3431
$1.98M ﹤0.01%
164,756
-16,773
3432
$1.98M ﹤0.01%
335,342
-21,623
3433
$1.98M ﹤0.01%
13,176
-2,139
3434
$1.98M ﹤0.01%
499,219
-28,517
3435
$1.98M ﹤0.01%
65,309
-42,120
3436
$1.96M ﹤0.01%
206,172
-152,620
3437
$1.96M ﹤0.01%
161,150
-7,955
3438
$1.96M ﹤0.01%
199,303
+55
3439
$1.96M ﹤0.01%
143,267
-2,831
3440
$1.96M ﹤0.01%
88,446
+2,223
3441
$1.96M ﹤0.01%
38,136
+20,076
3442
$1.95M ﹤0.01%
81,484
-25,877
3443
$1.95M ﹤0.01%
87,796
+13,010
3444
$1.95M ﹤0.01%
123,214
-633,798
3445
$1.95M ﹤0.01%
132,296
+13,259
3446
$1.95M ﹤0.01%
123,397
-25,267
3447
$1.95M ﹤0.01%
383,488
+29,434
3448
$1.94M ﹤0.01%
77,295
+25,583
3449
$1.94M ﹤0.01%
64,087
+36,151
3450
$1.94M ﹤0.01%
145,515
+5,525
136 137
138
139 140