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
$430B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$914M
2
+$823M
3
+$687M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$647M
5
T icon
AT&T
T
+$636M

Top Sells

1
+$1.24B
2
+$951M
3
+$879M
4
GLD icon
SPDR Gold Trust
GLD
+$558M
5
BPL
Buckeye Partners, L.P.
BPL
+$505M

Sector Composition

1 Technology 15.05%
2 Healthcare 10.24%
3 Financials 9.62%
4 Communication Services 7.72%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$4.79M ﹤0.01%
55,923
+42,532
3202
$4.79M ﹤0.01%
477,584
-11,399
3203
$4.78M ﹤0.01%
79,619
+42,634
3204
$4.77M ﹤0.01%
198,136
+34,736
3205
$4.77M ﹤0.01%
108,996
+30,383
3206
$4.76M ﹤0.01%
2,431,460
+2,007,849
3207
$4.76M ﹤0.01%
2,518,982
+790,841
3208
$4.75M ﹤0.01%
910,412
-209,969
3209
$4.75M ﹤0.01%
212,890
+126,943
3210
$4.74M ﹤0.01%
197,118
-16,202
3211
$4.74M ﹤0.01%
66,440
-1,355
3212
$4.74M ﹤0.01%
295,790
+67,549
3213
$4.73M ﹤0.01%
291,287
+68,861
3214
$4.71M ﹤0.01%
805,896
+737
3215
$4.7M ﹤0.01%
636,643
-169,868
3216
$4.69M ﹤0.01%
959,160
+217,596
3217
$4.69M ﹤0.01%
123,083
-15,295
3218
$4.69M ﹤0.01%
1,407,948
+1,406,396
3219
$4.68M ﹤0.01%
211,130
+13,450
3220
$4.66M ﹤0.01%
214,173
+4,376
3221
$4.66M ﹤0.01%
404,359
+19,902
3222
$4.65M ﹤0.01%
139,233
+28,424
3223
$4.65M ﹤0.01%
191,218
+100,942
3224
$4.65M ﹤0.01%
592,322
3225
$4.65M ﹤0.01%
233,434
+13,318
127 128
129
130 131