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
5201
$121K ﹤0.01%
8,275
+297
5202
$121K ﹤0.01%
19,971
-4,814
5203
$120K ﹤0.01%
31,708
+2,783
5204
$119K ﹤0.01%
5,308
-4,441
5205
$119K ﹤0.01%
10,255
-44,028
5206
$119K ﹤0.01%
17,153
-19,427
5207
$118K ﹤0.01%
1,264
-57
5208
$118K ﹤0.01%
7,064
-32,789
5209
$118K ﹤0.01%
4,110
-359
5210
$118K ﹤0.01%
11,594
-5,281
5211
$118K ﹤0.01%
14,548
+1,527
5212
$118K ﹤0.01%
23,649
+8,624
5213
$118K ﹤0.01%
72,032
-21,151
5214
$117K ﹤0.01%
492
+21
5215
$117K ﹤0.01%
6,706
-132,279
5216
$117K ﹤0.01%
2,600
5217
$116K ﹤0.01%
7,100
-3,900
5218
$116K ﹤0.01%
6,870
+2,366
5219
$116K ﹤0.01%
6,293
+3,741
5220
$116K ﹤0.01%
1,471
-2,657
5221
$115K ﹤0.01%
7,025
-6,042
5222
$115K ﹤0.01%
13,266
-17,965
5223
$115K ﹤0.01%
10,924
-1,884
5224
$115K ﹤0.01%
9,664
-31,466
5225
$115K ﹤0.01%
23,200
-200
207 208
209
210 211