Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
6026
$13K ﹤0.01%
4,280
-6,846
6027
$13K ﹤0.01%
7,144
-69,892
6028
$13K ﹤0.01%
44,398
-96,703
6029
$13K ﹤0.01%
533
-303
6030
$12K ﹤0.01%
+1,059
6031
$12K ﹤0.01%
1,492
+447
6032
$12K ﹤0.01%
+1,286
6033
$12K ﹤0.01%
6,035
-3,384
6034
$12K ﹤0.01%
141
-140
6035
$12K ﹤0.01%
1,048
+3
6036
$12K ﹤0.01%
378
-79,323
6037
$12K ﹤0.01%
8,395
6038
$12K ﹤0.01%
3
-3
6039
$12K ﹤0.01%
1,000
6040
$12K ﹤0.01%
5,826
6041
$12K ﹤0.01%
+6,961
6042
$12K ﹤0.01%
2,055
-97
6043
$12K ﹤0.01%
1,709
+181
6044
$12K ﹤0.01%
745
-91
6045
$11K ﹤0.01%
+391
6046
– –
0
6047
$11K ﹤0.01%
640
6048
$11K ﹤0.01%
542
+313
6049
$11K ﹤0.01%
+812
6050
$11K ﹤0.01%
2,663
-37
240 241
242
243 244