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
3576
$2.38M ﹤0.01%
133,715
-141,241
3577
$2.38M ﹤0.01%
104,564
+45,909
3578
$2.38M ﹤0.01%
351,687
-82,314
3579
$2.38M ﹤0.01%
42,306
+32,800
3580
$2.37M ﹤0.01%
11,253
-699
3581
$2.37M ﹤0.01%
366,906
-51,600
3582
$2.37M ﹤0.01%
118,287
-30,729
3583
$2.37M ﹤0.01%
30,362
-21,381
3584
$2.37M ﹤0.01%
47,603
-97,170
3585
$2.36M ﹤0.01%
51,869
+19,315
3586
$2.36M ﹤0.01%
90,287
-16,034
3587
$2.36M ﹤0.01%
566
-512
3588
$2.36M ﹤0.01%
81,543
-51,853
3589
$2.35M ﹤0.01%
89,289
-319,476
3590
$2.35M ﹤0.01%
110,347
-16,649
3591
$2.34M ﹤0.01%
183,328
-11,370
3592
$2.34M ﹤0.01%
116,383
-3,472
3593
$2.34M ﹤0.01%
69,588
+1,544
3594
$2.33M ﹤0.01%
92,596
-33,373
3595
$2.33M ﹤0.01%
315,030
+38,785
3596
$2.33M ﹤0.01%
83,265
-76,359
3597
$2.33M ﹤0.01%
79,646
-55,360
3598
$2.33M ﹤0.01%
89,172
-17,729
3599
$2.33M ﹤0.01%
238,794
-13,138
3600
$2.33M ﹤0.01%
2,325,873
-1,418,233
142 143
144
145 146