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
3676
$1.47M ﹤0.01%
26,251
-14,136
3677
$1.47M ﹤0.01%
116,772
+1,728
3678
$1.47M ﹤0.01%
67,174
+874
3679
$1.47M ﹤0.01%
167,752
-3,616
3680
$1.47M ﹤0.01%
71,747
-41,204
3681
$1.47M ﹤0.01%
78,960
-32,042
3682
$1.47M ﹤0.01%
50,029
-159,962
3683
$1.46M ﹤0.01%
8
+2
3684
$1.46M ﹤0.01%
113,646
+14,513
3685
$1.46M ﹤0.01%
31,015
+17,553
3686
$1.46M ﹤0.01%
150,054
+1,018
3687
$1.46M ﹤0.01%
48,249
-160,362
3688
$1.45M ﹤0.01%
50,420
+38,028
3689
$1.45M ﹤0.01%
117,075
+52,826
3690
$1.45M ﹤0.01%
83,770
+38,628
3691
$1.45M ﹤0.01%
33,484
-67,640
3692
$1.45M ﹤0.01%
65,915
-42,416
3693
$1.45M ﹤0.01%
58,320
+56,814
3694
$1.44M ﹤0.01%
467,902
+40,311
3695
$1.44M ﹤0.01%
53,142
+46,965
3696
$1.44M ﹤0.01%
291
-208
3697
$1.44M ﹤0.01%
54,152
+3,916
3698
$1.44M ﹤0.01%
79,536
+8
3699
$1.44M ﹤0.01%
46,354
-10,678
3700
$1.43M ﹤0.01%
98,069
-6,360
146 147
148
149 150