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
3801
$1.27M ﹤0.01%
31,804
+3,355
3802
$1.26M ﹤0.01%
84
-74
3803
$1.26M ﹤0.01%
117,870
+72,680
3804
$1.26M ﹤0.01%
226,704
+35,280
3805
$1.25M ﹤0.01%
78,770
-5,170
3806
$1.25M ﹤0.01%
111,920
+16,643
3807
$1.25M ﹤0.01%
49,799
-28,930
3808
$1.25M ﹤0.01%
133,377
+81,625
3809
$1.25M ﹤0.01%
227,195
+222,060
3810
$1.25M ﹤0.01%
109,084
-1,831
3811
$1.25M ﹤0.01%
85,333
+25,843
3812
$1.25M ﹤0.01%
750,481
-230,974
3813
$1.25M ﹤0.01%
25,160
+9,012
3814
$1.24M ﹤0.01%
46,272
-543
3815
$1.24M ﹤0.01%
142,236
+2,204
3816
$1.24M ﹤0.01%
39,010
-75,755
3817
$1.24M ﹤0.01%
112,764
-43,113
3818
$1.24M ﹤0.01%
67,017
-126,455
3819
$1.24M ﹤0.01%
90,526
+61,301
3820
$1.24M ﹤0.01%
78,973
-13,514
3821
$1.23M ﹤0.01%
122,792
-25,376
3822
$1.23M ﹤0.01%
35,223
-367
3823
$1.23M ﹤0.01%
41,739
+7,806
3824
$1.23M ﹤0.01%
146,858
+105,631
3825
$1.23M ﹤0.01%
160,535
+44,789
151 152
153
154 155