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
4251
$675K ﹤0.01%
27,703
+1,412
4252
$673K ﹤0.01%
3,679
-11,051
4253
$669K ﹤0.01%
21,517
-16,630
4254
$669K ﹤0.01%
47,459
+4,567
4255
$667K ﹤0.01%
49,234
+13,435
4256
$667K ﹤0.01%
62,324
+1,110
4257
$663K ﹤0.01%
32,753
-10,215
4258
$662K ﹤0.01%
14,242
-829
4259
$658K ﹤0.01%
114,796
-1,612
4260
$658K ﹤0.01%
25,005
-14,465
4261
$651K ﹤0.01%
28,112
+682
4262
$649K ﹤0.01%
5,452
-3,236
4263
$648K ﹤0.01%
94,271
-49,977
4264
$646K ﹤0.01%
106,722
-49,321
4265
$645K ﹤0.01%
47,593
-5,471
4266
$644K ﹤0.01%
13,192
-2,845
4267
$643K ﹤0.01%
840,610
-83,190
4268
$643K ﹤0.01%
73,898
+52,127
4269
$643K ﹤0.01%
37,858
+934
4270
$643K ﹤0.01%
41,177
-5,212
4271
$642K ﹤0.01%
34,506
-24,037
4272
$641K ﹤0.01%
35,812
+23,636
4273
$640K ﹤0.01%
33,558
-19,232
4274
$640K ﹤0.01%
25,624
+14,979
4275
$638K ﹤0.01%
17,752
-1,442
169 170
171
172 173