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
3601
$2.32M ﹤0.01%
79,361
-48,315
3602
$2.32M ﹤0.01%
65,899
-39,421
3603
$2.32M ﹤0.01%
68,954
-190,479
3604
$2.32M ﹤0.01%
1,948
-5,429
3605
$2.32M ﹤0.01%
43,746
+19,641
3606
$2.31M ﹤0.01%
54,010
-47,449
3607
$2.31M ﹤0.01%
170,150
+43,208
3608
$2.31M ﹤0.01%
158,437
-49,062
3609
$2.29M ﹤0.01%
33,160
-24,711
3610
$2.29M ﹤0.01%
31,117
-2,111
3611
$2.29M ﹤0.01%
107,349
-90,904
3612
$2.29M ﹤0.01%
21,065
-7,601
3613
$2.29M ﹤0.01%
131,887
+9,133
3614
$2.29M ﹤0.01%
239,602
-13,130
3615
$2.28M ﹤0.01%
17,296
-6,718
3616
$2.28M ﹤0.01%
56,109
-67,650
3617
$2.27M ﹤0.01%
187,913
-194,057
3618
$2.27M ﹤0.01%
36,890
-18,758
3619
$2.27M ﹤0.01%
104,597
+2,499
3620
$2.26M ﹤0.01%
45,907
-23,194
3621
$2.26M ﹤0.01%
71,738
-93,504
3622
$2.25M ﹤0.01%
46,294
-16,140
3623
$2.25M ﹤0.01%
76,594
-93,005
3624
$2.24M ﹤0.01%
171,091
+12,938
3625
$2.24M ﹤0.01%
238,878
-19,645
143 144
145
146 147