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
4176
$742K ﹤0.01%
89,482
+71,625
4177
$741K ﹤0.01%
16,527
+8,761
4178
$741K ﹤0.01%
47,376
-231,227
4179
$739K ﹤0.01%
60,608
-39,424
4180
$739K ﹤0.01%
30,151
+7,056
4181
$739K ﹤0.01%
70,036
-3,898
4182
$738K ﹤0.01%
+132,596
4183
$738K ﹤0.01%
17,824
+5,107
4184
$734K ﹤0.01%
24,461
-34,137
4185
$731K ﹤0.01%
29,033
-270
4186
$730K ﹤0.01%
462,511
+191,377
4187
$730K ﹤0.01%
44,468
-5,728
4188
$728K ﹤0.01%
115,190
-241,553
4189
$726K ﹤0.01%
23,600
-82,983
4190
$726K ﹤0.01%
220,522
+2,858
4191
$725K ﹤0.01%
54,281
+3,699
4192
$725K ﹤0.01%
60,744
-1,222,446
4193
$724K ﹤0.01%
11,501
-44,470
4194
$723K ﹤0.01%
119,031
-58,439
4195
$723K ﹤0.01%
36,491
+10,177
4196
$722K ﹤0.01%
43,026
-17,414
4197
$721K ﹤0.01%
11,009
-15,249
4198
$720K ﹤0.01%
40,434
-550
4199
$719K ﹤0.01%
43,503
-94,863
4200
$719K ﹤0.01%
15,204
-331
166 167
168
169 170