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
3601
$1.63M ﹤0.01%
87,500
+53,286
3602
$1.63M ﹤0.01%
107,218
+503
3603
$1.62M ﹤0.01%
6,573
-1,919
3604
$1.62M ﹤0.01%
18,283
-40,264
3605
$1.62M ﹤0.01%
57,225
-80,483
3606
$1.62M ﹤0.01%
63,607
+767
3607
$1.62M ﹤0.01%
88,122
+7,456
3608
$1.61M ﹤0.01%
102,719
-945
3609
$1.61M ﹤0.01%
93,583
-69,128
3610
$1.61M ﹤0.01%
30,858
+331
3611
$1.61M ﹤0.01%
42,584
-484,459
3612
$1.61M ﹤0.01%
68,453
-44,340
3613
$1.61M ﹤0.01%
26,093
-55,066
3614
$1.6M ﹤0.01%
134,175
-67,087
3615
$1.6M ﹤0.01%
123,366
+46,464
3616
$1.6M ﹤0.01%
199,663
-17,830
3617
$1.59M ﹤0.01%
22,023
+2,308
3618
$1.59M ﹤0.01%
38,944
+19,004
3619
$1.59M ﹤0.01%
1,462
3620
$1.59M ﹤0.01%
85,882
+4,794
3621
$1.59M ﹤0.01%
226,252
+88,426
3622
$1.58M ﹤0.01%
49,204
-1,216
3623
$1.58M ﹤0.01%
70,918
+24,344
3624
$1.58M ﹤0.01%
42,206
+37,860
3625
$1.58M ﹤0.01%
216,915
+157,595
143 144
145
146 147