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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
6076
$10K ﹤0.01%
3,815
+14
6077
$10K ﹤0.01%
315
-702
6078
$10K ﹤0.01%
570
-1,765
6079
$10K ﹤0.01%
+1,012
6080
$10K ﹤0.01%
1,500
-18,562
6081
$10K ﹤0.01%
+1
6082
$10K ﹤0.01%
+11,520
6083
$10K ﹤0.01%
124
-104
6084
$10K ﹤0.01%
901
-10,878
6085
$10K ﹤0.01%
9,151
-32,925
6086
$10K ﹤0.01%
504
-11,386
6087
$10K ﹤0.01%
498
+4
6088
$10K ﹤0.01%
2,973
+473
6089
$10K ﹤0.01%
1,650
-3,423
6090
$10K ﹤0.01%
720
-183
6091
$10K ﹤0.01%
+1,439
6092
$10K ﹤0.01%
2,559
-387
6093
$10K ﹤0.01%
4,361
+150
6094
$10K ﹤0.01%
13,350
-2,254
6095
– –
0
6096
$9K ﹤0.01%
934
-331,270
6097
$9K ﹤0.01%
4,540
-740
6098
$9K ﹤0.01%
3,000
6099
$9K ﹤0.01%
+108
6100
$9K ﹤0.01%
197
-7
242 243
244
245 246