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
3826
$1.23M ﹤0.01%
67,495
+3,982
3827
$1.22M ﹤0.01%
40,431
+23,218
3828
$1.22M ﹤0.01%
78,475
-23,858
3829
$1.22M ﹤0.01%
36,092
+7,940
3830
$1.22M ﹤0.01%
400,547
3831
$1.22M ﹤0.01%
51,394
+48,698
3832
$1.21M ﹤0.01%
51,249
+18,318
3833
$1.21M ﹤0.01%
42,758
+440
3834
$1.21M ﹤0.01%
170,481
-1,059,771
3835
$1.21M ﹤0.01%
30,202
+17,418
3836
$1.21M ﹤0.01%
119,962
-60,741
3837
$1.21M ﹤0.01%
20,457
+10,263
3838
$1.21M ﹤0.01%
2,023
-123
3839
$1.21M ﹤0.01%
3,684
-5
3840
$1.21M ﹤0.01%
26,456
+18,549
3841
$1.21M ﹤0.01%
6,379
-2,797
3842
$1.21M ﹤0.01%
372,083
-150,896
3843
$1.2M ﹤0.01%
24,245
-1,949
3844
$1.2M ﹤0.01%
263,016
+102,297
3845
$1.2M ﹤0.01%
98,634
+5,728
3846
$1.2M ﹤0.01%
21,808
+3,867
3847
$1.19M ﹤0.01%
58,825
-4,000
3848
$1.19M ﹤0.01%
89,562
+7,983
3849
$1.19M ﹤0.01%
86,484
-9,672
3850
$1.19M ﹤0.01%
32,023
+12,390
152 153
154
155 156