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
4851
$258K ﹤0.01%
29,632
+14,725
4852
$258K ﹤0.01%
16,975
+15,844
4853
$258K ﹤0.01%
25,167
-4,419
4854
$257K ﹤0.01%
1,292
-7,604
4855
$256K ﹤0.01%
16,715
-18,999
4856
$256K ﹤0.01%
16,062
+10,196
4857
$255K ﹤0.01%
17,992
-3,340
4858
$255K ﹤0.01%
6,880
+2,254
4859
$255K ﹤0.01%
4,693
-20,568
4860
$254K ﹤0.01%
17,385
-1,915
4861
$254K ﹤0.01%
16,570
-24,905
4862
$254K ﹤0.01%
19,864
+5,039
4863
$254K ﹤0.01%
10,322
+3,872
4864
$254K ﹤0.01%
8,743
-2,830
4865
$253K ﹤0.01%
10,629
-20,828
4866
$252K ﹤0.01%
6,658
-476
4867
$251K ﹤0.01%
26,917
+12,366
4868
$251K ﹤0.01%
21,074
+14,707
4869
$251K ﹤0.01%
27,816
+9,906
4870
$250K ﹤0.01%
22,958
+3,545
4871
$250K ﹤0.01%
21,030
+10,130
4872
$250K ﹤0.01%
25,196
+10,706
4873
$250K ﹤0.01%
18,235
-2,673
4874
$249K ﹤0.01%
10,087
-10,305
4875
$249K ﹤0.01%
307,098
+33,813
193 194
195
196 197