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
5651
$43K ﹤0.01%
+1,750
5652
$43K ﹤0.01%
2,307
+79
5653
$43K ﹤0.01%
5,123
-19,986
5654
$43K ﹤0.01%
7,152
-18,915
5655
$42K ﹤0.01%
6,501
+5,065
5656
$42K ﹤0.01%
2,715
+2,010
5657
$42K ﹤0.01%
176,890
-1,500
5658
$42K ﹤0.01%
1,286
-5,956
5659
$42K ﹤0.01%
+3,000
5660
$41K ﹤0.01%
10,555
-10,142
5661
$41K ﹤0.01%
891
-48,677
5662
$41K ﹤0.01%
5,054
-480
5663
$40K ﹤0.01%
776
-296
5664
$40K ﹤0.01%
79,266
-39,650
5665
$40K ﹤0.01%
974
-565
5666
$40K ﹤0.01%
21,238
+8,849
5667
$40K ﹤0.01%
3,011
+1,167
5668
$40K ﹤0.01%
3,608
-90
5669
$40K ﹤0.01%
5,246
-2,243
5670
$40K ﹤0.01%
+1,925
5671
$39K ﹤0.01%
1,461
+60
5672
$39K ﹤0.01%
58,400
+44,300
5673
$39K ﹤0.01%
2,689
-1,377
5674
$39K ﹤0.01%
6,114
+6,048
5675
$39K ﹤0.01%
4,125
-2,729
225 226
227
228 229