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
3876
$1.15M ﹤0.01%
999,437
+908,817
3877
$1.14M ﹤0.01%
35,772
-1,091
3878
$1.14M ﹤0.01%
348,052
-151,183
3879
$1.14M ﹤0.01%
23,335
-4,349
3880
$1.14M ﹤0.01%
355,763
+125,694
3881
$1.14M ﹤0.01%
225,434
+121,870
3882
$1.13M ﹤0.01%
218,395
-328,962
3883
$1.13M ﹤0.01%
204,413
-18,754
3884
$1.13M ﹤0.01%
36,959
+9,610
3885
$1.13M ﹤0.01%
9,755
-29,295
3886
$1.13M ﹤0.01%
55,899
+495
3887
$1.13M ﹤0.01%
49,346
+6,102
3888
$1.13M ﹤0.01%
45,514
-93,207
3889
$1.13M ﹤0.01%
229,571
-7,690
3890
$1.13M ﹤0.01%
95,113
+1,774
3891
$1.13M ﹤0.01%
19,815
-22,488
3892
$1.13M ﹤0.01%
234,446
+33,477
3893
$1.13M ﹤0.01%
74,355
-138,027
3894
$1.12M ﹤0.01%
191,376
+850
3895
$1.12M ﹤0.01%
43,266
-206,148
3896
$1.12M ﹤0.01%
240,967
-494,192
3897
$1.12M ﹤0.01%
538,526
+72,884
3898
$1.12M ﹤0.01%
62,729
-22,357
3899
$1.12M ﹤0.01%
74,094
+57,376
3900
$1.1M ﹤0.01%
22,509
+9,805
154 155
156
157 158