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
4651
$367K ﹤0.01%
19,707
-592
4652
$367K ﹤0.01%
120,224
+119,123
4653
$365K ﹤0.01%
5,333
+2,504
4654
$364K ﹤0.01%
16,401
-44,133
4655
$364K ﹤0.01%
23,737
+4,778
4656
$363K ﹤0.01%
22,681
-7,437
4657
$363K ﹤0.01%
16,268
+8,124
4658
$362K ﹤0.01%
23,542
-57,122
4659
$362K ﹤0.01%
148,906
+81,844
4660
$360K ﹤0.01%
15,411
+6,011
4661
$359K ﹤0.01%
4,481
-327,839
4662
$358K ﹤0.01%
19,398
+9,252
4663
$358K ﹤0.01%
11,514
-564
4664
$357K ﹤0.01%
9,043
-2,672
4665
$357K ﹤0.01%
21,095
-13,334
4666
$356K ﹤0.01%
10,754
+6,655
4667
$356K ﹤0.01%
100,936
-929,399
4668
$356K ﹤0.01%
82,669
+13,889
4669
$356K ﹤0.01%
11,470
-37,309
4670
$355K ﹤0.01%
119,470
+80,548
4671
$355K ﹤0.01%
23,721
+7,998
4672
$354K ﹤0.01%
12,874
4673
$354K ﹤0.01%
86,144
+21,246
4674
$353K ﹤0.01%
+9,349
4675
$352K ﹤0.01%
6,850
-12,137
185 186
187
188 189