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
4526
$447K ﹤0.01%
97,180
-70,985
4527
$447K ﹤0.01%
13,826
+4,366
4528
$447K ﹤0.01%
+17,265
4529
$446K ﹤0.01%
36,517
+22,349
4530
$444K ﹤0.01%
13,671
+1,764
4531
$443K ﹤0.01%
43,962
-35,213
4532
$442K ﹤0.01%
84,059
-933,601
4533
$442K ﹤0.01%
26,377
+22,825
4534
$441K ﹤0.01%
26,120
+1,689
4535
$440K ﹤0.01%
7,555
-884
4536
$440K ﹤0.01%
10,603
-745
4537
$439K ﹤0.01%
24,654
+8,995
4538
$438K ﹤0.01%
4,891
+403
4539
$437K ﹤0.01%
124,519
+82,845
4540
$437K ﹤0.01%
42,064
+32,744
4541
$437K ﹤0.01%
97,218
+5,956
4542
$436K ﹤0.01%
461
+391
4543
$435K ﹤0.01%
37,468
-23,862
4544
$435K ﹤0.01%
2,320
+1,866
4545
$434K ﹤0.01%
65,440
-2,503
4546
$433K ﹤0.01%
39,405
-478,061
4547
$432K ﹤0.01%
30,893
-9,440
4548
$432K ﹤0.01%
45,895
-31,569
4549
$432K ﹤0.01%
38,570
-8,034
4550
$432K ﹤0.01%
21,415
-86,332
180 181
182
183 184