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
2876
$4.64M ﹤0.01%
160,392
+9,546
2877
$4.64M ﹤0.01%
1,198,593
-68,374
2878
$4.64M ﹤0.01%
245,044
+28,458
2879
$4.63M ﹤0.01%
83,046
-56,543
2880
$4.63M ﹤0.01%
367,858
-1,368
2881
$4.62M ﹤0.01%
37,462
-5,585
2882
$4.6M ﹤0.01%
185,460
+7,585
2883
$4.6M ﹤0.01%
117,795
-27,615
2884
$4.59M ﹤0.01%
65,529
-16,136
2885
$4.58M ﹤0.01%
127,146
-269,198
2886
$4.58M ﹤0.01%
190,898
-290,233
2887
$4.57M ﹤0.01%
500,494
-466,355
2888
$4.57M ﹤0.01%
265,792
-11,091
2889
$4.56M ﹤0.01%
327,432
+4,617
2890
$4.55M ﹤0.01%
100,790
-55,882
2891
$4.55M ﹤0.01%
74,301
-49,524
2892
$4.55M ﹤0.01%
88,553
-81,407
2893
$4.55M ﹤0.01%
147,455
+50,576
2894
$4.55M ﹤0.01%
562,504
+457,066
2895
$4.54M ﹤0.01%
219,543
+3,526
2896
$4.54M ﹤0.01%
353,022
-1,059,792
2897
$4.54M ﹤0.01%
104,139
-176,629
2898
$4.53M ﹤0.01%
183,026
-60,008
2899
$4.53M ﹤0.01%
243,620
-17,030
2900
$4.52M ﹤0.01%
52,426
-15,454
114 115
116
117 118