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
4351
$571K ﹤0.01%
9,984
-7,924
4352
$570K ﹤0.01%
+22,485
4353
$570K ﹤0.01%
546
-340
4354
$569K ﹤0.01%
22,521
-15,093
4355
$569K ﹤0.01%
29,215
-16,186
4356
$568K ﹤0.01%
83,345
-31,851
4357
$567K ﹤0.01%
10,055
-6,278
4358
$567K ﹤0.01%
41,588
-72,129
4359
$566K ﹤0.01%
22,841
-70,793
4360
$566K ﹤0.01%
27,064
-27,932
4361
$566K ﹤0.01%
35,198
-33,527
4362
$566K ﹤0.01%
37,942
-531
4363
$566K ﹤0.01%
23,360
-59,801
4364
$565K ﹤0.01%
78,922
+30,057
4365
$565K ﹤0.01%
23,263
-27,450
4366
$565K ﹤0.01%
28,237
+6,074
4367
$565K ﹤0.01%
39,117
+33,430
4368
$564K ﹤0.01%
80,000
+64,295
4369
$564K ﹤0.01%
34,952
-89,697
4370
$563K ﹤0.01%
10,025
-18,687
4371
$563K ﹤0.01%
+36,261
4372
$562K ﹤0.01%
+24,286
4373
$562K ﹤0.01%
73,141
-3,670,342
4374
$561K ﹤0.01%
21,688
-434,535
4375
$561K ﹤0.01%
8,692
-3,979
173 174
175
176 177