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
1551
$16.2M 0.01%
412,637
-32,616
1552
$16.1M 0.01%
419,915
-322,852
1553
$16.1M 0.01%
307,944
+23,590
1554
$16.1M 0.01%
3,434,709
-747,732
1555
$16.1M 0.01%
281,660
+204,588
1556
$16.1M 0.01%
1,192,219
+630,361
1557
$16.1M 0.01%
68,345
-5,761
1558
$16M 0.01%
2,157,600
-1,307,593
1559
$16M 0.01%
527,725
-106,384
1560
$16M 0.01%
175,272
-72,791
1561
$15.9M 0.01%
1,826,566
-264,155
1562
$15.9M 0.01%
671,948
-5,366
1563
$15.9M 0.01%
296,014
-7,032
1564
$15.8M 0.01%
433,550
+25,698
1565
$15.8M 0.01%
1,118,862
+191,010
1566
$15.8M 0.01%
614,467
-78,528
1567
$15.7M 0.01%
713,104
+119,710
1568
$15.7M 0.01%
472,921
+387,220
1569
$15.7M 0.01%
121,948
+30,838
1570
$15.7M 0.01%
271,753
-82,764
1571
$15.6M 0.01%
1,695,170
-58,050
1572
$15.6M 0.01%
311,520
+16,167
1573
$15.6M 0.01%
1,044,688
+524,326
1574
$15.6M 0.01%
315,713
+147,279
1575
$15.6M 0.01%
17,663
-4,619
61 62
63
64 65