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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
5901
$19K ﹤0.01%
2,743
-3,426
5902
$19K ﹤0.01%
4,000
5903
$19K ﹤0.01%
209
-436
5904
$19K ﹤0.01%
200
5905
$19K ﹤0.01%
485
+335
5906
$19K ﹤0.01%
19
-32
5907
$19K ﹤0.01%
404
-35,205
5908
$19K ﹤0.01%
+1
5909
$19K ﹤0.01%
8,700
-1,659
5910
$19K ﹤0.01%
2,602
+1,455
5911
$19K ﹤0.01%
2,300
+1,800
5912
$18K ﹤0.01%
379
-1,296
5913
– –
0
5914
$18K ﹤0.01%
+1,000
5915
$18K ﹤0.01%
+60
5916
$18K ﹤0.01%
722
+5
5917
$18K ﹤0.01%
2,428
+28
5918
$18K ﹤0.01%
+739
5919
$18K ﹤0.01%
426
-7,061
5920
$18K ﹤0.01%
126
-526
5921
$18K ﹤0.01%
17,082
-4,992
5922
$18K ﹤0.01%
18,643
-4,572
5923
$18K ﹤0.01%
230
-212
5924
$18K ﹤0.01%
6,444
+26
5925
$18K ﹤0.01%
1,516
-128,609
235 236
237
238 239