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
2776
$5.21M ﹤0.01%
160,884
-73,875
2777
$5.21M ﹤0.01%
202,823
-34,471
2778
$5.21M ﹤0.01%
443,584
+42,544
2779
$5.18M ﹤0.01%
277,520
+18,662
2780
$5.18M ﹤0.01%
207,938
+26,951
2781
$5.18M ﹤0.01%
750,827
+52,507
2782
$5.18M ﹤0.01%
364,427
-297,794
2783
$5.17M ﹤0.01%
112,971
-43,989
2784
$5.17M ﹤0.01%
269,188
-833,566
2785
$5.17M ﹤0.01%
63,414
+30,845
2786
$5.16M ﹤0.01%
76,108
-59,952
2787
$5.15M ﹤0.01%
131,137
-49,609
2788
$5.15M ﹤0.01%
394,877
+31,455
2789
$5.14M ﹤0.01%
139,611
-143,004
2790
$5.13M ﹤0.01%
124,982
-3,581
2791
$5.13M ﹤0.01%
320,472
+86,910
2792
$5.13M ﹤0.01%
125,291
2793
$5.12M ﹤0.01%
495,664
+130,489
2794
$5.12M ﹤0.01%
99,786
-75,257
2795
$5.12M ﹤0.01%
+190,000
2796
$5.12M ﹤0.01%
215,064
-182,938
2797
$5.11M ﹤0.01%
102,578
+30,464
2798
$5.1M ﹤0.01%
133,629
-91,904
2799
$5.09M ﹤0.01%
1,180,837
-130,980
2800
$5.08M ﹤0.01%
139,879
-68,974
110 111
112
113 114