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
5151
$137K ﹤0.01%
20,122
-12,967
5152
$136K ﹤0.01%
15,442
-4,131
5153
$136K ﹤0.01%
7,926
-474
5154
$135K ﹤0.01%
22,142
+6,545
5155
$135K ﹤0.01%
16,150
+9,531
5156
$134K ﹤0.01%
+5,574
5157
$134K ﹤0.01%
6,112
-17,852
5158
$133K ﹤0.01%
21,301
-1,490
5159
$133K ﹤0.01%
16,832
-197,124
5160
$133K ﹤0.01%
10,476
-11,233
5161
$133K ﹤0.01%
1,591
-42,446
5162
$133K ﹤0.01%
4,910
-25
5163
$132K ﹤0.01%
6,975
-6,288
5164
$132K ﹤0.01%
6,602
+2,784
5165
$132K ﹤0.01%
54,300
-4,124
5166
$131K ﹤0.01%
7,308
-18,571
5167
$131K ﹤0.01%
13,135
+2,673
5168
$131K ﹤0.01%
2,122
-1,954
5169
$130K ﹤0.01%
6,948
-12,619
5170
$130K ﹤0.01%
8,045
-7,092
5171
$130K ﹤0.01%
32,302
+11,444
5172
$130K ﹤0.01%
5,358
+85
5173
$130K ﹤0.01%
14,324
-2,025
5174
$130K ﹤0.01%
+23,736
5175
$130K ﹤0.01%
13,336
+3,067
205 206
207
208 209