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
3626
$1.58M ﹤0.01%
76,130
-58,424
3627
$1.58M ﹤0.01%
161,517
-2,178
3628
$1.57M ﹤0.01%
65,255
+18,430
3629
$1.57M ﹤0.01%
44,763
-2,774
3630
$1.57M ﹤0.01%
105,410
+12,898
3631
$1.56M ﹤0.01%
48,096
+14,508
3632
$1.56M ﹤0.01%
152,615
+61,177
3633
$1.56M ﹤0.01%
135,698
+29,263
3634
$1.56M ﹤0.01%
185,849
+674
3635
$1.55M ﹤0.01%
235,248
-110,858
3636
$1.55M ﹤0.01%
122,685
-61,130
3637
$1.55M ﹤0.01%
109,275
-19,037
3638
$1.55M ﹤0.01%
42,000
-251,000
3639
$1.54M ﹤0.01%
32,947
-13,730
3640
$1.54M ﹤0.01%
121,775
-10,093
3641
$1.54M ﹤0.01%
181,208
-76,339
3642
$1.54M ﹤0.01%
70,034
+66,857
3643
$1.53M ﹤0.01%
90,935
+24,966
3644
$1.53M ﹤0.01%
66,581
-12,791
3645
$1.53M ﹤0.01%
374,205
-217,586
3646
$1.53M ﹤0.01%
137,211
+17,523
3647
$1.52M ﹤0.01%
+104,507
3648
$1.52M ﹤0.01%
58,805
-540,393
3649
$1.52M ﹤0.01%
79,763
-15,859
3650
$1.52M ﹤0.01%
250,084
-71,001
144 145
146
147 148