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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
5726
$34K ﹤0.01%
760
-180
5727
$34K ﹤0.01%
1,602
-31,236
5728
$34K ﹤0.01%
3,366
-6,645
5729
$34K ﹤0.01%
1,895
-760
5730
$34K ﹤0.01%
9,831
-2,943
5731
$34K ﹤0.01%
20,477
-6,694
5732
$34K ﹤0.01%
1,936
+266
5733
$34K ﹤0.01%
6,259
+5,914
5734
$34K ﹤0.01%
+1,661
5735
$34K ﹤0.01%
6,220
+3,847
5736
$33K ﹤0.01%
168
+35
5737
$33K ﹤0.01%
2,707
+7
5738
$33K ﹤0.01%
7,384
+1,256
5739
$33K ﹤0.01%
6
+5
5740
$33K ﹤0.01%
1,050
-8,291
5741
$33K ﹤0.01%
1,973
-475
5742
$33K ﹤0.01%
+1,315
5743
$32K ﹤0.01%
55
-50
5744
$32K ﹤0.01%
2,686
-34,873
5745
$32K ﹤0.01%
1,894
-31
5746
$32K ﹤0.01%
13,998
+12,041
5747
$32K ﹤0.01%
101,448
+69,708
5748
$32K ﹤0.01%
4,572
-2,886
5749
$32K ﹤0.01%
5,763
-179
5750
$32K ﹤0.01%
4,998
-1,433
228 229
230
231 232