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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
5876
$21K ﹤0.01%
7,253
+997
5877
$21K ﹤0.01%
963
-13,790
5878
$21K ﹤0.01%
+3
5879
$21K ﹤0.01%
1,353
5880
$21K ﹤0.01%
10,706
-4,944
5881
$21K ﹤0.01%
267
-341
5882
$21K ﹤0.01%
2,730
+18
5883
$20K ﹤0.01%
1,108
-403
5884
$20K ﹤0.01%
+2,160
5885
$20K ﹤0.01%
820
-2
5886
$20K ﹤0.01%
900
-4,411
5887
$20K ﹤0.01%
2,600
5888
$20K ﹤0.01%
2,013
+222
5889
– –
0
5890
$20K ﹤0.01%
4,843
-10,673
5891
$20K ﹤0.01%
47
+30
5892
$20K ﹤0.01%
3,774
-1,430
5893
$20K ﹤0.01%
24,367
-20,160
5894
$20K ﹤0.01%
10,639
-1,377
5895
$20K ﹤0.01%
9,493
+1,653
5896
$20K ﹤0.01%
4,160
+2,815
5897
$20K ﹤0.01%
6,500
5898
$20K ﹤0.01%
2,955
+14
5899
$19K ﹤0.01%
1,349
+32
5900
$19K ﹤0.01%
13,742
-8,225
234 235
236
237 238