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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
5926
$18K ﹤0.01%
1,013
+13
5927
$18K ﹤0.01%
810
-22,395
5928
$17K ﹤0.01%
+416
5929
$17K ﹤0.01%
561
-2,397
5930
$17K ﹤0.01%
725
-2,836
5931
$17K ﹤0.01%
750
5932
$17K ﹤0.01%
+738
5933
$17K ﹤0.01%
5,000
-4,626
5934
$17K ﹤0.01%
10,497
-3,813
5935
$17K ﹤0.01%
2,011
+5
5936
$17K ﹤0.01%
331
-202
5937
$17K ﹤0.01%
+2,011
5938
$17K ﹤0.01%
+1,057
5939
$17K ﹤0.01%
183
+12
5940
$17K ﹤0.01%
1,498
+12
5941
$17K ﹤0.01%
3,073
+204
5942
$17K ﹤0.01%
33,649
+6,695
5943
$17K ﹤0.01%
3,336
+1,991
5944
$17K ﹤0.01%
2,518
+18
5945
$17K ﹤0.01%
3,243
+200
5946
$16K ﹤0.01%
302
-10,864
5947
$16K ﹤0.01%
47
5948
$16K ﹤0.01%
2,954
-1,792
5949
$16K ﹤0.01%
262
-223
5950
$16K ﹤0.01%
1,178
-674
236 237
238
239 240