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
4426
$821K ﹤0.01%
42,506
-30,414
4427
$817K ﹤0.01%
65,220
-28,153
4428
$816K ﹤0.01%
67,143
+1,349
4429
$815K ﹤0.01%
31,006
-166,255
4430
$812K ﹤0.01%
18,259
-3,997
4431
$812K ﹤0.01%
48,016
+16,412
4432
$811K ﹤0.01%
16,302
-23,200
4433
$810K ﹤0.01%
85,843
-22,943
4434
$808K ﹤0.01%
27,592
-31,405
4435
$807K ﹤0.01%
14,623
+353
4436
$806K ﹤0.01%
119,605
-194,513
4437
$806K ﹤0.01%
544,145
+202,178
4438
$804K ﹤0.01%
122,977
-27,632
4439
$804K ﹤0.01%
19,918
+16,813
4440
$803K ﹤0.01%
56,815
+17,565
4441
$803K ﹤0.01%
213,450
-8,500
4442
$800K ﹤0.01%
22,491
-127
4443
$800K ﹤0.01%
59,288
-120,671
4444
$799K ﹤0.01%
57,459
+1,146
4445
$799K ﹤0.01%
111,763
+74,715
4446
$799K ﹤0.01%
57,323
-1,544
4447
$797K ﹤0.01%
35,619
+13,180
4448
$797K ﹤0.01%
26,535
-18,346
4449
$796K ﹤0.01%
54,462
-19,893
4450
$796K ﹤0.01%
25,165
-824
176 177
178
179 180