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
3501
$1.83M ﹤0.01%
307,756
-11,114
3502
$1.83M ﹤0.01%
768,192
+421,440
3503
$1.83M ﹤0.01%
168,615
+36,390
3504
$1.82M ﹤0.01%
87,363
-24,030
3505
$1.82M ﹤0.01%
76,132
+1,714
3506
$1.82M ﹤0.01%
85,244
+68,333
3507
$1.82M ﹤0.01%
561,040
-1,259,415
3508
$1.81M ﹤0.01%
91,507
-3,784
3509
$1.81M ﹤0.01%
89,565
+1,385
3510
$1.8M ﹤0.01%
270,738
+244,881
3511
$1.8M ﹤0.01%
109,242
+25,848
3512
$1.8M ﹤0.01%
34,900
-197,153
3513
$1.8M ﹤0.01%
12,454
+5,393
3514
$1.8M ﹤0.01%
665,332
-113,335
3515
$1.79M ﹤0.01%
110,535
-97,682
3516
$1.79M ﹤0.01%
74,089
-56,079
3517
$1.79M ﹤0.01%
96,075
+92,875
3518
$1.79M ﹤0.01%
324,158
-484,991
3519
$1.78M ﹤0.01%
81,062
-85,562
3520
$1.78M ﹤0.01%
70,698
+29,137
3521
$1.78M ﹤0.01%
45,745
+888
3522
$1.78M ﹤0.01%
110,366
-67,168
3523
$1.78M ﹤0.01%
68,161
+65,886
3524
$1.78M ﹤0.01%
103,474
-260,600
3525
$1.78M ﹤0.01%
105,881
+43,413
139 140
141
142 143