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
4451
$501K ﹤0.01%
5,205
-4,170
4452
$501K ﹤0.01%
19,551
+5,052
4453
$501K ﹤0.01%
80,871
+79,334
4454
$501K ﹤0.01%
15,672
-4,215
4455
$498K ﹤0.01%
36,918
+10,151
4456
$498K ﹤0.01%
23,712
-3,135
4457
$497K ﹤0.01%
38,020
+10,198
4458
$496K ﹤0.01%
521,319
-265,061
4459
$495K ﹤0.01%
34,907
+11,429
4460
$495K ﹤0.01%
26,980
-36,339
4461
$494K ﹤0.01%
16,801
-1,998
4462
$494K ﹤0.01%
244,260
+60,075
4463
$494K ﹤0.01%
72,212
-10,059
4464
$493K ﹤0.01%
32,205
+31,205
4465
$490K ﹤0.01%
81,138
-13,148
4466
$489K ﹤0.01%
160,826
-121,380
4467
$489K ﹤0.01%
42,138
+4,003
4468
$489K ﹤0.01%
68,428
-23,635
4469
$488K ﹤0.01%
36,275
-29,060
4470
$487K ﹤0.01%
34,512
+5,119
4471
$487K ﹤0.01%
23,816
+1,020
4472
$487K ﹤0.01%
61,297
-6,258
4473
$486K ﹤0.01%
74,761
-184,969
4474
$485K ﹤0.01%
7,971
-1,464
4475
$485K ﹤0.01%
31,756
-38,747
177 178
179
180 181