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
2326
$6.62M ﹤0.01%
543,653
+57,840
2327
$6.6M ﹤0.01%
+250,393
2328
$6.6M ﹤0.01%
444,925
+30,058
2329
$6.59M ﹤0.01%
+257,904
2330
$6.58M ﹤0.01%
213,217
-148,206
2331
$6.57M ﹤0.01%
114,673
+60,417
2332
$6.57M ﹤0.01%
337,313
-1,098,787
2333
$6.57M ﹤0.01%
532,800
+523,167
2334
$6.56M ﹤0.01%
342,923
-217,263
2335
$6.55M ﹤0.01%
515,339
-108,349
2336
$6.54M ﹤0.01%
399,133
+376,130
2337
$6.54M ﹤0.01%
137,508
-23,230
2338
$6.53M ﹤0.01%
86,312
-228,980
2339
$6.5M ﹤0.01%
93,630
-21,394
2340
$6.5M ﹤0.01%
199,531
-203,323
2341
$6.49M ﹤0.01%
159,366
-227,609
2342
$6.49M ﹤0.01%
193,406
+90,388
2343
$6.48M ﹤0.01%
46,078
+13,132
2344
$6.48M ﹤0.01%
97,771
-28,287
2345
$6.47M ﹤0.01%
887,226
-110,104
2346
$6.46M ﹤0.01%
842,857
-94,228
2347
$6.46M ﹤0.01%
656,165
-27,877
2348
$6.46M ﹤0.01%
259,612
-132,425
2349
$6.46M ﹤0.01%
31,969
+3,208
2350
$6.43M ﹤0.01%
584,885
+281,997
92 93
94
95 96