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
4276
$637K ﹤0.01%
114,249
+67,604
4277
$636K ﹤0.01%
13,858
+9,763
4278
$636K ﹤0.01%
30,588
-7,622
4279
$636K ﹤0.01%
34,824
-180,104
4280
$634K ﹤0.01%
16,753
+4,149
4281
$633K ﹤0.01%
43,343
+29,117
4282
$630K ﹤0.01%
37,499
-117,992
4283
$630K ﹤0.01%
24,326
-3,300
4284
$630K ﹤0.01%
18,353
+2,977
4285
$629K ﹤0.01%
40,255
-51,557
4286
$627K ﹤0.01%
91,084
+48,167
4287
$626K ﹤0.01%
32,587
-26,755
4288
$624K ﹤0.01%
23,282
-187,662
4289
$624K ﹤0.01%
37,310
+10
4290
$623K ﹤0.01%
13,541
+12,723
4291
$623K ﹤0.01%
9,680
-2,976
4292
$623K ﹤0.01%
152,850
-114,543
4293
$621K ﹤0.01%
1,348
+1,227
4294
$619K ﹤0.01%
33,930
-14,000
4295
$619K ﹤0.01%
30,716
+23,140
4296
$618K ﹤0.01%
1,195
-993
4297
$618K ﹤0.01%
21,565
-241,547
4298
$617K ﹤0.01%
294,116
+283,872
4299
$615K ﹤0.01%
19,191
+328
4300
$613K ﹤0.01%
45,732
-136
170 171
172
173 174