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
4951
$214K ﹤0.01%
11,076
-660
4952
$214K ﹤0.01%
+8,926
4953
$214K ﹤0.01%
6,464
-225,808
4954
$214K ﹤0.01%
+3,520
4955
$213K ﹤0.01%
5,894
+851
4956
$213K ﹤0.01%
90,873
-117,018
4957
$213K ﹤0.01%
4,660
+48
4958
$212K ﹤0.01%
92,732
-4,257
4959
$212K ﹤0.01%
34,468
-29,899
4960
$212K ﹤0.01%
4,755
-116
4961
$211K ﹤0.01%
+5,905
4962
$211K ﹤0.01%
+1,787
4963
$210K ﹤0.01%
8,441
+4,365
4964
$210K ﹤0.01%
37,865
-14,010
4965
$210K ﹤0.01%
5,518
+655
4966
$209K ﹤0.01%
12,784
+5,030
4967
$209K ﹤0.01%
21,840
-14,127
4968
$209K ﹤0.01%
20,281
-5,786
4969
$207K ﹤0.01%
17,033
-10,971
4970
$207K ﹤0.01%
14,628
+338
4971
$206K ﹤0.01%
6,448
+39
4972
$205K ﹤0.01%
13,852
-5,724
4973
$205K ﹤0.01%
+9,890
4974
$205K ﹤0.01%
22,483
-24,391
4975
$204K ﹤0.01%
15,829
+4,724
197 198
199
200 201