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
5501
$63K ﹤0.01%
2,586
-576
5502
$63K ﹤0.01%
2,232
5503
$63K ﹤0.01%
2,111
-4,761
5504
$63K ﹤0.01%
4,446
-124,554
5505
$63K ﹤0.01%
+5,835
5506
$63K ﹤0.01%
95,277
-91,500
5507
$63K ﹤0.01%
2,400
-7,145
5508
$62K ﹤0.01%
5,188
+2,666
5509
$62K ﹤0.01%
1,393
-107
5510
$62K ﹤0.01%
194
-46
5511
$61K ﹤0.01%
6,202
+4,582
5512
$61K ﹤0.01%
101
-2,089
5513
$61K ﹤0.01%
11,450
+7,484
5514
$61K ﹤0.01%
3,135
-893
5515
$61K ﹤0.01%
15,986
+9,370
5516
$61K ﹤0.01%
228,482
-59,248
5517
$60K ﹤0.01%
3,617
-245
5518
$60K ﹤0.01%
1,300
5519
$60K ﹤0.01%
3,985
+492
5520
$60K ﹤0.01%
+6,143
5521
$60K ﹤0.01%
2,246
-1,897
5522
$59K ﹤0.01%
6,250
-738
5523
$59K ﹤0.01%
10,527
5524
$59K ﹤0.01%
793
-2,128
5525
– –
0
219 220
221
222 223