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
2901
$4.51M ﹤0.01%
34,232
-12,434
2902
$4.5M ﹤0.01%
112,084
-1,318
2903
$4.5M ﹤0.01%
360,113
+130,992
2904
$4.5M ﹤0.01%
245,580
+28,163
2905
$4.49M ﹤0.01%
158,745
-122,211
2906
$4.49M ﹤0.01%
177,480
-8,098
2907
$4.49M ﹤0.01%
508,766
-178,058
2908
$4.48M ﹤0.01%
478
+332
2909
$4.47M ﹤0.01%
468,900
+701
2910
$4.47M ﹤0.01%
232,130
+72,985
2911
$4.47M ﹤0.01%
161,531
-142,905
2912
$4.46M ﹤0.01%
128,893
+3,530
2913
$4.45M ﹤0.01%
65,844
-89,999
2914
$4.43M ﹤0.01%
311,645
-460,897
2915
$4.43M ﹤0.01%
194,171
-142,459
2916
$4.43M ﹤0.01%
234,907
-114,470
2917
$4.43M ﹤0.01%
179,798
+5,775
2918
$4.42M ﹤0.01%
74,247
-44,323
2919
$4.42M ﹤0.01%
107,091
+4,863
2920
$4.42M ﹤0.01%
193,664
+125,536
2921
$4.42M ﹤0.01%
27,562
-13,983
2922
$4.42M ﹤0.01%
217,593
-25,633
2923
$4.41M ﹤0.01%
143,798
-89,085
2924
$4.41M ﹤0.01%
130,528
-144,967
2925
$4.41M ﹤0.01%
58,346
+22,787
115 116
117
118 119