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
4476
$484K ﹤0.01%
36,844
+65
4477
$483K ﹤0.01%
62,581
+21,248
4478
$483K ﹤0.01%
8,756
-15,058
4479
$481K ﹤0.01%
71,426
+59,713
4480
$480K ﹤0.01%
+233,221
4481
$479K ﹤0.01%
44,386
+1,402
4482
$476K ﹤0.01%
146,329
-64,803
4483
$476K ﹤0.01%
36,097
-1,761
4484
$476K ﹤0.01%
+18,940
4485
$475K ﹤0.01%
51,235
-108,268
4486
$475K ﹤0.01%
16,677
+16,324
4487
$475K ﹤0.01%
48,486
+33,288
4488
$474K ﹤0.01%
224,569
-69,869
4489
$473K ﹤0.01%
18,528
-69,452
4490
$473K ﹤0.01%
10,600
-10,415
4491
$473K ﹤0.01%
123,946
-714,857
4492
$473K ﹤0.01%
12,999
-614
4493
$473K ﹤0.01%
4,660
-991
4494
$472K ﹤0.01%
24,472
-246,063
4495
$472K ﹤0.01%
+47,139
4496
$471K ﹤0.01%
41,073
-7,133
4497
$468K ﹤0.01%
12,734
-7,080
4498
$467K ﹤0.01%
16,315
+8,923
4499
$467K ﹤0.01%
28,686
-2,854
4500
$464K ﹤0.01%
10,082
-1,349
178 179
180
181 182