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
4551
$431K ﹤0.01%
35,210
-67,134
4552
$430K ﹤0.01%
23,131
-56,681
4553
$429K ﹤0.01%
31,365
-13,075
4554
$427K ﹤0.01%
11,638
-13,698
4555
$427K ﹤0.01%
406,933
-185,409
4556
$426K ﹤0.01%
19,751
-3,684
4557
$425K ﹤0.01%
25,278
-18,299
4558
$424K ﹤0.01%
32,576
-29,961
4559
$424K ﹤0.01%
3,019
+1,730
4560
$423K ﹤0.01%
32,800
-3,021
4561
$423K ﹤0.01%
40,536
+3,894
4562
$421K ﹤0.01%
26,908
-822
4563
$420K ﹤0.01%
19,915
-34,063
4564
$419K ﹤0.01%
176
+132
4565
$419K ﹤0.01%
158,688
-487,864
4566
$418K ﹤0.01%
14,915
+7,612
4567
$418K ﹤0.01%
16,698
+87
4568
$418K ﹤0.01%
10,162
-381
4569
$418K ﹤0.01%
24,470
-28,690
4570
$417K ﹤0.01%
72,862
-140,154
4571
$417K ﹤0.01%
26,886
-228,909
4572
$417K ﹤0.01%
26,734
+1,263
4573
$417K ﹤0.01%
19,030
-822
4574
$417K ﹤0.01%
118,586
+85,146
4575
$416K ﹤0.01%
169,480
-54,870
181 182
183
184 185