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
2801
$5.08M ﹤0.01%
205,867
-120,743
2802
$5.07M ﹤0.01%
247,561
-55,329
2803
$5.07M ﹤0.01%
303,594
-1,182,984
2804
$5.06M ﹤0.01%
827,696
+441,292
2805
$5.04M ﹤0.01%
86,553
-54,058
2806
$5.04M ﹤0.01%
406,268
-553,540
2807
$5.03M ﹤0.01%
69,411
-122,930
2808
$5.03M ﹤0.01%
166,139
+130,736
2809
$5.03M ﹤0.01%
100,055
-36,844
2810
$5.02M ﹤0.01%
105,471
-10,142
2811
$5.02M ﹤0.01%
343,552
+145,479
2812
$5.01M ﹤0.01%
263,050
-103,178
2813
$5.01M ﹤0.01%
395,312
-30,441
2814
$5.01M ﹤0.01%
428,319
-79,508
2815
$5M ﹤0.01%
90,731
-4,966
2816
$4.99M ﹤0.01%
62,349
-4,612
2817
$4.98M ﹤0.01%
17,622
-4,086
2818
$4.98M ﹤0.01%
63,337
-36,268
2819
$4.96M ﹤0.01%
96,264
-80,801
2820
$4.95M ﹤0.01%
157,312
-166,317
2821
$4.95M ﹤0.01%
1,447,297
-1,888,541
2822
$4.95M ﹤0.01%
186,532
+18,194
2823
$4.95M ﹤0.01%
107,352
+2,837
2824
$4.94M ﹤0.01%
173,402
+122,868
2825
$4.93M ﹤0.01%
213,262
+23,736
111 112
113
114 115