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
2726
$5.44M ﹤0.01%
264,160
+37,390
2727
$5.44M ﹤0.01%
69,428
+7,780
2728
$5.43M ﹤0.01%
49,294
-14,185
2729
$5.43M ﹤0.01%
83,635
-39,564
2730
$5.42M ﹤0.01%
1,212,305
+32,683
2731
$5.42M ﹤0.01%
91,882
-93,608
2732
$5.41M ﹤0.01%
29,622
-25,723
2733
$5.4M ﹤0.01%
273,418
+25,158
2734
$5.4M ﹤0.01%
407,312
-69,672
2735
$5.4M ﹤0.01%
185,742
+1,262
2736
$5.39M ﹤0.01%
76,007
+15,728
2737
$5.39M ﹤0.01%
126,713
+26,845
2738
$5.38M ﹤0.01%
381,282
-22,906
2739
$5.38M ﹤0.01%
436,384
+4,610
2740
$5.37M ﹤0.01%
117,582
-203,316
2741
$5.36M ﹤0.01%
72,798
+7,826
2742
$5.36M ﹤0.01%
480,239
+429,317
2743
$5.36M ﹤0.01%
731,568
+52,984
2744
$5.36M ﹤0.01%
152,620
+8,254
2745
$5.34M ﹤0.01%
134,382
-15,345
2746
$5.34M ﹤0.01%
53,411
-34,180
2747
$5.33M ﹤0.01%
169,256
-90,954
2748
$5.33M ﹤0.01%
74,326
+24,307
2749
$5.33M ﹤0.01%
198,626
-52,727
2750
$5.33M ﹤0.01%
173,701
+151,542
108 109
110
111 112