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
3576
$1.68M ﹤0.01%
109,398
-1,075
3577
$1.68M ﹤0.01%
172,764
+16,278
3578
$1.67M ﹤0.01%
70,653
-2,817
3579
$1.67M ﹤0.01%
187,163
+92,005
3580
$1.67M ﹤0.01%
49,188
-502
3581
$1.67M ﹤0.01%
36,835
+5,104
3582
$1.67M ﹤0.01%
243,531
+42,882
3583
$1.67M ﹤0.01%
125,042
-33,077
3584
$1.66M ﹤0.01%
43,628
+3,617
3585
$1.66M ﹤0.01%
92,254
-34,454
3586
$1.66M ﹤0.01%
155,566
-37,028
3587
$1.66M ﹤0.01%
114,195
-5,170
3588
$1.66M ﹤0.01%
104,700
-30,774
3589
$1.66M ﹤0.01%
114,806
-71,373
3590
$1.65M ﹤0.01%
306,128
+254,628
3591
$1.65M ﹤0.01%
76,845
+66,802
3592
$1.65M ﹤0.01%
2,248,432
+774,224
3593
$1.65M ﹤0.01%
59,029
+9,754
3594
$1.65M ﹤0.01%
248,518
-33,519
3595
$1.65M ﹤0.01%
61,938
-2,994
3596
$1.64M ﹤0.01%
29,523
+6,489
3597
$1.64M ﹤0.01%
+6,517
3598
$1.64M ﹤0.01%
34,686
-10,583
3599
$1.63M ﹤0.01%
152,396
-5,473
3600
$1.63M ﹤0.01%
55,065
-116
142 143
144
145 146