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
2826
$4.91M ﹤0.01%
313,859
-966,620
2827
$4.91M ﹤0.01%
399,588
-13,612
2828
$4.91M ﹤0.01%
+251,661
2829
$4.91M ﹤0.01%
210,102
-22,806
2830
$4.9M ﹤0.01%
82,606
-4,017
2831
$4.9M ﹤0.01%
112,529
-45,251
2832
$4.9M ﹤0.01%
26,888
+4,204
2833
$4.9M ﹤0.01%
422,456
-295,356
2834
$4.89M ﹤0.01%
376,309
+254,468
2835
$4.89M ﹤0.01%
166,953
-121,240
2836
$4.89M ﹤0.01%
139,016
+7,719
2837
$4.88M ﹤0.01%
520,842
-263,658
2838
$4.86M ﹤0.01%
152,024
-106,575
2839
$4.86M ﹤0.01%
150,715
-79,284
2840
$4.86M ﹤0.01%
278,401
-24,351
2841
$4.86M ﹤0.01%
172,773
+2,868
2842
$4.84M ﹤0.01%
239,572
-23,546
2843
$4.83M ﹤0.01%
436,775
-178,819
2844
$4.82M ﹤0.01%
158,173
+24,361
2845
$4.81M ﹤0.01%
81,677
+8,003
2846
$4.8M ﹤0.01%
298,764
+108,715
2847
$4.79M ﹤0.01%
152,423
-14,493
2848
$4.79M ﹤0.01%
337,200
+21,686
2849
$4.79M ﹤0.01%
179,228
+47,708
2850
$4.78M ﹤0.01%
128,172
+101,337
112 113
114
115 116