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
3751
$1.34M ﹤0.01%
87,231
-10,965
3752
$1.34M ﹤0.01%
33,001
+8,920
3753
$1.33M ﹤0.01%
51,826
-99,727
3754
$1.33M ﹤0.01%
21,628
+739
3755
$1.33M ﹤0.01%
71,419
+14,146
3756
$1.33M ﹤0.01%
55,260
+22,712
3757
$1.33M ﹤0.01%
52,407
-24,497
3758
$1.32M ﹤0.01%
340,598
+1,590
3759
$1.32M ﹤0.01%
131,191
+3,342
3760
$1.32M ﹤0.01%
21,724
+16,059
3761
$1.32M ﹤0.01%
27,423
-200
3762
$1.32M ﹤0.01%
19,252
-37,785
3763
$1.32M ﹤0.01%
17,810
-595
3764
$1.32M ﹤0.01%
567,849
-28,338
3765
$1.32M ﹤0.01%
102,309
-28,092
3766
$1.31M ﹤0.01%
17,040
+10,237
3767
$1.31M ﹤0.01%
89,328
-52,478
3768
$1.31M ﹤0.01%
74,235
+68,102
3769
$1.31M ﹤0.01%
111,586
-9,503
3770
$1.31M ﹤0.01%
39,607
-61,827
3771
$1.3M ﹤0.01%
119,845
+601
3772
$1.3M ﹤0.01%
172,473
-9,310
3773
$1.3M ﹤0.01%
268,626
+177,313
3774
$1.3M ﹤0.01%
80,002
-135,276
3775
$1.3M ﹤0.01%
53,505
+963
149 150
151
152 153