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
1576
$15.6M 0.01%
4,741,677
-8,791,466
1577
$15.6M 0.01%
1,794,607
-774,439
1578
$15.6M 0.01%
1,164,598
-220,370
1579
$15.5M 0.01%
776,908
-2,269,492
1580
$15.5M 0.01%
4,057,206
-1,728,819
1581
$15.5M 0.01%
426,268
+29,628
1582
$15.5M 0.01%
739,741
-19,345
1583
$15.5M 0.01%
375,291
-1,759,709
1584
$15.5M 0.01%
700,535
-112,857
1585
$15.4M 0.01%
31,802
+19,116
1586
$15.4M 0.01%
570,994
+68,498
1587
$15.4M 0.01%
+611,681
1588
$15.4M 0.01%
577,459
+13,702
1589
$15.4M 0.01%
530,430
+182,796
1590
$15.4M 0.01%
568,153
-320,547
1591
$15.4M 0.01%
1,677,867
-184,678
1592
$15.4M 0.01%
1,043,648
+294,620
1593
$15.4M 0.01%
142,742
+20,051
1594
$15.3M 0.01%
642,803
+156,068
1595
$15.3M 0.01%
357,320
+45,650
1596
$15.3M 0.01%
323,861
+70,585
1597
$15.2M 0.01%
403,483
+168,426
1598
$15.2M 0.01%
235,970
-52,211
1599
$15.2M 0.01%
516,004
+514,941
1600
$15.2M 0.01%
410,306
+275,577
62 63
64
65 66