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
$325B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1 +$705M
2 +$675M
3 +$510M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$404M
5
BMY icon
Bristol-Myers Squibb
BMY
+$367M

Top Sells

1 +$538M
2 +$397M
3 +$347M
4
MSFT icon
Microsoft
MSFT
+$332M
5
LLTC
Linear Technology Corp
LLTC
+$331M

Sector Composition

1 Financials 9.69%
2 Technology 9.44%
3 Healthcare 8.03%
4 Consumer Discretionary 7.35%
5 Communication Services 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$5.61M ﹤0.01%
604,636
+275,950
2702
$5.58M ﹤0.01%
142,668
-13,543
2703
$5.58M ﹤0.01%
119,458
+103,936
2704
$5.56M ﹤0.01%
47,699
+11,725
2705
$5.56M ﹤0.01%
91,363
-104,501
2706
$5.55M ﹤0.01%
118,854
+46,900
2707
$5.55M ﹤0.01%
156,277
-35,445
2708
$5.54M ﹤0.01%
218,496
+1,163
2709
$5.53M ﹤0.01%
195,262
+106,264
2710
$5.53M ﹤0.01%
354,777
+102,393
2711
$5.5M ﹤0.01%
+56,432
2712
$5.5M ﹤0.01%
289,323
+20,136
2713
$5.49M ﹤0.01%
457,868
-91,083
2714
$5.48M ﹤0.01%
119,423
+14,174
2715
$5.48M ﹤0.01%
588,394
+236,599
2716
$5.48M ﹤0.01%
226,966
-109,148
2717
$5.48M ﹤0.01%
305,127
+236,210
2718
$5.47M ﹤0.01%
243,062
+2,856
2719
$5.47M ﹤0.01%
109,755
+34,221
2720
$5.46M ﹤0.01%
138,918
-78,718
2721
$5.46M ﹤0.01%
346,716
+57,344
2722
$5.46M ﹤0.01%
572,770
-274,929
2723
$5.46M ﹤0.01%
227,711
-229,557
2724
$5.45M ﹤0.01%
271,682
-149,462
2725
$5.45M ﹤0.01%
649,813
-33,410