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
3926
$1.05M ﹤0.01%
61,642
+12,346
3927
$1.05M ﹤0.01%
1,294,810
-572,525
3928
$1.05M ﹤0.01%
46,361
-511,069
3929
$1.05M ﹤0.01%
13,367
-10,200
3930
$1.05M ﹤0.01%
35,169
-67,019
3931
$1.04M ﹤0.01%
16,168
-2,797
3932
$1.04M ﹤0.01%
318,749
-226,932
3933
$1.04M ﹤0.01%
66,036
-4,416
3934
$1.04M ﹤0.01%
18,633
-1,092
3935
$1.04M ﹤0.01%
28,498
+9,188
3936
$1.04M ﹤0.01%
1,117,536
-958,383
3937
$1.04M ﹤0.01%
67,159
-14,386
3938
$1.04M ﹤0.01%
53,713
-2,998
3939
$1.03M ﹤0.01%
69,759
+38,470
3940
$1.03M ﹤0.01%
120,915
+5,083
3941
$1.03M ﹤0.01%
21,434
-14,237
3942
$1.03M ﹤0.01%
58,520
+26,435
3943
$1.03M ﹤0.01%
72,344
+26,767
3944
$1.03M ﹤0.01%
58,846
-136,749
3945
$1.02M ﹤0.01%
68,248
+3
3946
$1.02M ﹤0.01%
23,145
+8,186
3947
$1.01M ﹤0.01%
84,824
-2,046
3948
$1.01M ﹤0.01%
44,594
-39,525
3949
$1.01M ﹤0.01%
46,456
+37,267
3950
$1.01M ﹤0.01%
36,299
-59,170
156 157
158
159 160