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
4901
$235K ﹤0.01%
7,773
-53,579
4902
$235K ﹤0.01%
8,307
-190
4903
$234K ﹤0.01%
27,824
-42,360
4904
$234K ﹤0.01%
11,559
+1,243
4905
$234K ﹤0.01%
10,661
-2,477
4906
$233K ﹤0.01%
6,462
-54,485
4907
$233K ﹤0.01%
46,019
+13,727
4908
$233K ﹤0.01%
9,041
+4,631
4909
$233K ﹤0.01%
3,158
+77
4910
$232K ﹤0.01%
+12,465
4911
$232K ﹤0.01%
66,797
+29,983
4912
$231K ﹤0.01%
39,582
-3,305
4913
$231K ﹤0.01%
8,422
+5,268
4914
$230K ﹤0.01%
4,409
-692
4915
$230K ﹤0.01%
28,208
-8,772
4916
$230K ﹤0.01%
16,607
-1,000
4917
– –
0
4918
$229K ﹤0.01%
7,308
+4,018
4919
$228K ﹤0.01%
+8,895
4920
$228K ﹤0.01%
16,943
4921
$227K ﹤0.01%
15,955
-162
4922
$227K ﹤0.01%
33,541
+23,921
4923
$226K ﹤0.01%
8,322
-7,295
4924
$226K ﹤0.01%
21,746
-6,576
4925
$226K ﹤0.01%
384
-38
195 196
197
198 199