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
5126
$144K ﹤0.01%
10,572
+3,422
5127
$144K ﹤0.01%
21,756
+1,786
5128
$144K ﹤0.01%
17,825
-16,232
5129
$142K ﹤0.01%
12,200
+4,596
5130
$142K ﹤0.01%
40,330
-11,872
5131
$142K ﹤0.01%
+13,300
5132
$141K ﹤0.01%
8,288
+7,023
5133
$141K ﹤0.01%
304
-74
5134
$141K ﹤0.01%
8,160
-126
5135
$140K ﹤0.01%
17,328
+13,256
5136
$140K ﹤0.01%
31,000
+5,000
5137
$139K ﹤0.01%
8,205
+751
5138
$139K ﹤0.01%
4,514
-2,550
5139
$139K ﹤0.01%
57
+7
5140
$139K ﹤0.01%
32,212
+2,900
5141
$139K ﹤0.01%
2,214
-12,016
5142
$139K ﹤0.01%
+2,615
5143
$138K ﹤0.01%
10,551
+290
5144
$138K ﹤0.01%
13,592
-5,772
5145
$138K ﹤0.01%
9,287
-1,710
5146
$138K ﹤0.01%
15,598
-84,439
5147
$138K ﹤0.01%
17,267
-14,500
5148
$138K ﹤0.01%
33,515
+4,573
5149
$137K ﹤0.01%
9,544
+4,230
5150
$137K ﹤0.01%
+3,925
204 205
206
207 208