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
3551
$1.73M ﹤0.01%
45,905
-4,035
3552
$1.72M ﹤0.01%
158,470
+16,852
3553
$1.72M ﹤0.01%
144,934
-118,873
3554
$1.72M ﹤0.01%
+126,919
3555
$1.72M ﹤0.01%
132,593
-53,969
3556
$1.72M ﹤0.01%
155,592
-388,292
3557
$1.72M ﹤0.01%
134,483
+32,162
3558
$1.72M ﹤0.01%
257,776
-104,608
3559
$1.71M ﹤0.01%
77,334
+2,166
3560
$1.71M ﹤0.01%
98,011
-22,436
3561
$1.71M ﹤0.01%
34,783
-7,986
3562
$1.71M ﹤0.01%
201,397
+161,012
3563
$1.71M ﹤0.01%
113,558
+15,210
3564
$1.71M ﹤0.01%
20,498
+17,963
3565
$1.7M ﹤0.01%
130,048
-4,091
3566
$1.7M ﹤0.01%
81,573
-53,309
3567
$1.7M ﹤0.01%
102,370
-102,246
3568
$1.7M ﹤0.01%
49,229
+1,249
3569
$1.7M ﹤0.01%
143,012
+5,615
3570
$1.69M ﹤0.01%
540,067
-8,837
3571
$1.69M ﹤0.01%
+97,974
3572
$1.68M ﹤0.01%
47,934
-942
3573
$1.68M ﹤0.01%
135,309
+19,155
3574
$1.68M ﹤0.01%
21,420
-72
3575
$1.68M ﹤0.01%
51,625
-43,260
141 142
143
144 145