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
4126
$797K ﹤0.01%
44,180
+6,462
4127
$796K ﹤0.01%
46,717
+1,707
4128
$796K ﹤0.01%
45,685
+16,023
4129
$795K ﹤0.01%
60,846
-29,597
4130
$794K ﹤0.01%
34,604
-4,185
4131
$794K ﹤0.01%
39,495
-34,863
4132
$793K ﹤0.01%
57,945
+8,050
4133
$792K ﹤0.01%
17,054
-40,543
4134
$790K ﹤0.01%
92,961
-11,394
4135
$789K ﹤0.01%
46,083
+8,367
4136
$787K ﹤0.01%
53,259
-5,007
4137
$786K ﹤0.01%
58,512
+26,304
4138
$784K ﹤0.01%
254,582
+114,437
4139
$784K ﹤0.01%
150,916
+22,335
4140
$783K ﹤0.01%
65,345
+9,914
4141
$783K ﹤0.01%
4,996
+1,171
4142
$782K ﹤0.01%
1,260
+949
4143
$782K ﹤0.01%
37,347
+25,247
4144
$782K ﹤0.01%
107,990
+1,857
4145
$778K ﹤0.01%
41,626
-4,173
4146
$777K ﹤0.01%
547,704
-121,751
4147
$777K ﹤0.01%
41,273
+4,843
4148
$774K ﹤0.01%
45,499
+20,112
4149
$772K ﹤0.01%
6,604
-3,625
4150
$772K ﹤0.01%
96,018
+36,516
164 165
166
167 168