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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
5676
$39K ﹤0.01%
58,400
+44,300
5677
$39K ﹤0.01%
2,689
-1,377
5678
$39K ﹤0.01%
6,114
+6,048
5679
$39K ﹤0.01%
4,125
-2,729
5680
$39K ﹤0.01%
24,385
-37,717
5681
$39K ﹤0.01%
1,945
-16,721
5682
$38K ﹤0.01%
190
-25,553
5683
$38K ﹤0.01%
10,291
+4,298
5684
$38K ﹤0.01%
7,413
-56,544
5685
$38K ﹤0.01%
4,054
+15
5686
$38K ﹤0.01%
1,000
5687
$38K ﹤0.01%
7,900
-2,616
5688
$38K ﹤0.01%
1,402
-988
5689
$38K ﹤0.01%
113,942
-103,472
5690
$38K ﹤0.01%
3,451
+728
5691
$38K ﹤0.01%
4,516
+16
5692
$38K ﹤0.01%
3,466
+550
5693
$38K ﹤0.01%
75,956
-310,212
5694
$37K ﹤0.01%
951
-4,707
5695
$37K ﹤0.01%
19,691
-2,005
5696
$37K ﹤0.01%
6,758
-904
5697
$37K ﹤0.01%
1,674
-1,160
5698
$37K ﹤0.01%
1,773
-15,224
5699
$37K ﹤0.01%
503
+3
5700
$37K ﹤0.01%
622
-1,936
226 227
228
229 230