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
5376
$85K ﹤0.01%
13,353
-11,021
5377
$85K ﹤0.01%
1,839
+185
5378
$85K ﹤0.01%
+8,324
5379
$85K ﹤0.01%
3,789
+721
5380
$84K ﹤0.01%
16,913
+8,008
5381
$84K ﹤0.01%
6,448
+1,478
5382
$84K ﹤0.01%
28,278
+18,686
5383
$84K ﹤0.01%
28,500
+18,300
5384
$84K ﹤0.01%
5,679
-221
5385
$84K ﹤0.01%
31,236
-24,044
5386
$84K ﹤0.01%
21,456
+2,926
5387
$84K ﹤0.01%
5,169
-5,464
5388
$83K ﹤0.01%
5,207
+1,520
5389
$83K ﹤0.01%
13,427
-945
5390
$83K ﹤0.01%
2,211
5391
$83K ﹤0.01%
3,607
-11,880
5392
$83K ﹤0.01%
9,390
-3,111
5393
$83K ﹤0.01%
+600
5394
$83K ﹤0.01%
40,953
-107,085
5395
$83K ﹤0.01%
16,322
-1,227
5396
$82K ﹤0.01%
17,850
+150
5397
$82K ﹤0.01%
4,939
-3,302
5398
$82K ﹤0.01%
+4,700
5399
– –
0
5400
$82K ﹤0.01%
3,166
-2,440
214 215
216
217 218