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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5301
$99K ﹤0.01%
+3,158
5302
$99K ﹤0.01%
9,948
+2,779
5303
$99K ﹤0.01%
5
-5
5304
$99K ﹤0.01%
94
-114
5305
$99K ﹤0.01%
+5,323
5306
$99K ﹤0.01%
35,104
+3,467
5307
$98K ﹤0.01%
22,018
-105,020
5308
$98K ﹤0.01%
5,983
+444
5309
$98K ﹤0.01%
10,102
-640
5310
$98K ﹤0.01%
75,221
-4,319
5311
$98K ﹤0.01%
17,678
+2,329
5312
$97K ﹤0.01%
5,906
-3,544
5313
$97K ﹤0.01%
7,568
-1,099
5314
$97K ﹤0.01%
8,530
-81,343
5315
$97K ﹤0.01%
4,620
+1,750
5316
$97K ﹤0.01%
840
-287
5317
$97K ﹤0.01%
141,545
-55,195
5318
$96K ﹤0.01%
41,968
-32,145
5319
$96K ﹤0.01%
15,924
-1,717
5320
$96K ﹤0.01%
3,535
-2,331
5321
$96K ﹤0.01%
2,961
-83,096
5322
$95K ﹤0.01%
4,086
-28,382
5323
$95K ﹤0.01%
10,882
+7,438
5324
$95K ﹤0.01%
18,820
+19
5325
$95K ﹤0.01%
+1,776
211 212
213
214 215