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
3701
$2.05M ﹤0.01%
147,904
-40,545
3702
$2.04M ﹤0.01%
66,685
-233,140
3703
$2.04M ﹤0.01%
53,044
+3,074
3704
$2.04M ﹤0.01%
64,105
-62,717
3705
$2.04M ﹤0.01%
37,587
+1,458
3706
$2.04M ﹤0.01%
26,638
+10,383
3707
$2.04M ﹤0.01%
353,935
-48,785
3708
$2.03M ﹤0.01%
85,651
+1,830
3709
$2.03M ﹤0.01%
135,155
+115,384
3710
$2.03M ﹤0.01%
103,920
+17,465
3711
$2.03M ﹤0.01%
49,475
-4,444
3712
$2.03M ﹤0.01%
174,807
-10,736
3713
$2.03M ﹤0.01%
153,028
-39,667
3714
$2.03M ﹤0.01%
72,206
-1,008
3715
$2.03M ﹤0.01%
36,725
+8,210
3716
$2.03M ﹤0.01%
35,282
-51,419
3717
$2.02M ﹤0.01%
142,091
-20,418
3718
$2.02M ﹤0.01%
177,531
-61,204
3719
$2.02M ﹤0.01%
89,983
+5,857
3720
$2.02M ﹤0.01%
59,759
-8,437
3721
$2.02M ﹤0.01%
341,602
-48,953
3722
$2.02M ﹤0.01%
160,009
-557,650
3723
$2.01M ﹤0.01%
99,457
-36,105
3724
$2.01M ﹤0.01%
79,754
-19,132
3725
$2.01M ﹤0.01%
86,040
-23,260
147 148
149
150 151