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
4326
$591K ﹤0.01%
57,321
+7,513
4327
$590K ﹤0.01%
8,401
+2
4328
$590K ﹤0.01%
11,825
-98,827
4329
$590K ﹤0.01%
35,776
-51,545
4330
$590K ﹤0.01%
32,008
+18,956
4331
$587K ﹤0.01%
21,572
+339
4332
$587K ﹤0.01%
49,905
-111,061
4333
$586K ﹤0.01%
94,329
+5,553
4334
$586K ﹤0.01%
24,070
-1,418
4335
$584K ﹤0.01%
21,660
-6,408
4336
$582K ﹤0.01%
32,159
+12,638
4337
$579K ﹤0.01%
56,406
+543
4338
$579K ﹤0.01%
19,762
+4
4339
$578K ﹤0.01%
13,057
-5,950
4340
$576K ﹤0.01%
44,997
+9,022
4341
$575K ﹤0.01%
39,261
+35
4342
$574K ﹤0.01%
84,871
-80,078
4343
$574K ﹤0.01%
25,438
-57,966
4344
$573K ﹤0.01%
12,016
-13,769
4345
$573K ﹤0.01%
52,165
+44,307
4346
$572K ﹤0.01%
14,062
+1,976
4347
$571K ﹤0.01%
7,986
+5,733
4348
$571K ﹤0.01%
38,308
+400
4349
$571K ﹤0.01%
140,343
+115,425
4350
$571K ﹤0.01%
26,920
-18,554
172 173
174
175 176