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
4701
$336K ﹤0.01%
20,256
-240
4702
$336K ﹤0.01%
19,593
+6,167
4703
$335K ﹤0.01%
187
+165
4704
$335K ﹤0.01%
14,904
-11,469
4705
$335K ﹤0.01%
2,529
+263
4706
$335K ﹤0.01%
+16,339
4707
$334K ﹤0.01%
76,301
+48,162
4708
$334K ﹤0.01%
219
+181
4709
$333K ﹤0.01%
59,997
+32,041
4710
$333K ﹤0.01%
16,533
-450
4711
$333K ﹤0.01%
5,199
+268
4712
$333K ﹤0.01%
30,680
+3,754
4713
$331K ﹤0.01%
2,884
-1,564
4714
$331K ﹤0.01%
130,721
+7,410
4715
$330K ﹤0.01%
315
+27
4716
– –
0
4717
$329K ﹤0.01%
24,123
+7,663
4718
$329K ﹤0.01%
23,728
+4,571
4719
$329K ﹤0.01%
33,029
+16,629
4720
$328K ﹤0.01%
26,533
+4,043
4721
$328K ﹤0.01%
145,634
+5,000
4722
$326K ﹤0.01%
32,705
+29,596
4723
$326K ﹤0.01%
17,354
-6,780
4724
$326K ﹤0.01%
12,869
+8,947
4725
$325K ﹤0.01%
25,145
+8,782
187 188
189
190 191