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
2301
$6.84M ﹤0.01%
195,482
+100,422
2302
$6.82M ﹤0.01%
406,072
-622,463
2303
$6.81M ﹤0.01%
234,298
+155,861
2304
$6.8M ﹤0.01%
428,920
-40,090
2305
$6.78M ﹤0.01%
538,348
+144,743
2306
$6.76M ﹤0.01%
30,393
+5,768
2307
$6.76M ﹤0.01%
106,143
+36,473
2308
$6.75M ﹤0.01%
600,104
+168,041
2309
$6.75M ﹤0.01%
145,885
+27,094
2310
$6.75M ﹤0.01%
146,972
-19,654
2311
$6.74M ﹤0.01%
107,180
-22,235
2312
$6.72M ﹤0.01%
186,499
+115,933
2313
$6.72M ﹤0.01%
352,688
-54,842
2314
$6.71M ﹤0.01%
192,321
+3,481
2315
$6.7M ﹤0.01%
305,851
+228,623
2316
$6.68M ﹤0.01%
264,307
-173,566
2317
$6.67M ﹤0.01%
190,703
-134,372
2318
$6.67M ﹤0.01%
190,904
+47,693
2319
$6.67M ﹤0.01%
398,162
-61,519
2320
$6.65M ﹤0.01%
517,653
-25,350
2321
$6.65M ﹤0.01%
220,436
-78,902
2322
$6.64M ﹤0.01%
363,684
-7,656
2323
$6.64M ﹤0.01%
507,159
-44,364
2324
$6.63M ﹤0.01%
151,760
+50,523
2325
$6.63M ﹤0.01%
308,396
-33,997
91 92
93
94 95