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
4401
$850K ﹤0.01%
42,178
-19,355
4402
$849K ﹤0.01%
84,624
-9,776
4403
$849K ﹤0.01%
35,033
-42,023
4404
$849K ﹤0.01%
53,074
-34,086
4405
$846K ﹤0.01%
112,596
-82,812
4406
$845K ﹤0.01%
67,410
-2,307
4407
$845K ﹤0.01%
78,633
-77,746
4408
$841K ﹤0.01%
32,495
4409
$841K ﹤0.01%
56,546
+12,602
4410
$840K ﹤0.01%
50,252
-37,037
4411
$835K ﹤0.01%
34,817
-35,240
4412
$834K ﹤0.01%
27,990
-23,022
4413
$833K ﹤0.01%
66,971
-64,734
4414
$833K ﹤0.01%
38,150
+37,466
4415
$832K ﹤0.01%
23,853
-17,825
4416
$832K ﹤0.01%
49,634
+2,655
4417
$830K ﹤0.01%
37,483
+11,523
4418
$828K ﹤0.01%
23,174
-185,439
4419
$828K ﹤0.01%
17,024
-32,380
4420
$827K ﹤0.01%
30,475
-16,306
4421
$827K ﹤0.01%
24,221
-113,397
4422
$826K ﹤0.01%
59,028
-26,621
4423
$825K ﹤0.01%
13,617
+9,800
4424
$824K ﹤0.01%
91,526
-113,227
4425
$821K ﹤0.01%
16,571
-12,325
175 176
177
178 179