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
5101
$154K ﹤0.01%
25,360
-39,322
5102
$154K ﹤0.01%
99,768
-9,987
5103
$153K ﹤0.01%
37,034
-8,988
5104
$153K ﹤0.01%
4,617
-9,434
5105
$153K ﹤0.01%
21,550
+10,435
5106
$152K ﹤0.01%
5,417
-105,328
5107
$152K ﹤0.01%
1,300
5108
$152K ﹤0.01%
2,196
+1,770
5109
$152K ﹤0.01%
9,302
-3,486
5110
$151K ﹤0.01%
28,663
+28,661
5111
$151K ﹤0.01%
47,893
-147,523
5112
$150K ﹤0.01%
15,614
-20,469
5113
$150K ﹤0.01%
3,554
-22,730
5114
$150K ﹤0.01%
11,658
-7,351
5115
$148K ﹤0.01%
7,429
-35,741
5116
$146K ﹤0.01%
33,237
-23,687
5117
$146K ﹤0.01%
4,713
-15
5118
$146K ﹤0.01%
6,070
-25,628
5119
$146K ﹤0.01%
11,500
5120
$145K ﹤0.01%
3,388
5121
$145K ﹤0.01%
14,127
5122
$145K ﹤0.01%
67,099
-32,133
5123
$145K ﹤0.01%
15,645
-6,864
5124
$144K ﹤0.01%
51,595
-743,775
5125
$144K ﹤0.01%
12,177
+152
203 204
205
206 207