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
6051
$11K ﹤0.01%
359
-65
6052
$11K ﹤0.01%
761
+440
6053
$11K ﹤0.01%
1,371
-19,109
6054
$11K ﹤0.01%
518
+217
6055
$11K ﹤0.01%
2,249
6056
$11K ﹤0.01%
2,098
+2,008
6057
$11K ﹤0.01%
912
+273
6058
$11K ﹤0.01%
+911
6059
$11K ﹤0.01%
841
+38
6060
$11K ﹤0.01%
2,138
-3,100
6061
$11K ﹤0.01%
415
-1,030
6062
$11K ﹤0.01%
706
-203,838
6063
$11K ﹤0.01%
910
-335
6064
$11K ﹤0.01%
+14,915
6065
$11K ﹤0.01%
2,770
-7,284
6066
$11K ﹤0.01%
+4,925
6067
$11K ﹤0.01%
15,319
+10,133
6068
$11K ﹤0.01%
903
-61
6069
$11K ﹤0.01%
1,480
+109
6070
$11K ﹤0.01%
11,806
-4,920
6071
$11K ﹤0.01%
1,585
+1,389
6072
$11K ﹤0.01%
736
-1,988
6073
$10K ﹤0.01%
+1,012
6074
$10K ﹤0.01%
315
-702
6075
$10K ﹤0.01%
570
-1,765
241 242
243
244 245