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
4451
$795K ﹤0.01%
23,840
-46
4452
$794K ﹤0.01%
119,303
-94,944
4453
$794K ﹤0.01%
19,527
-5,704
4454
$793K ﹤0.01%
48,154
-27,198
4455
$792K ﹤0.01%
38,834
-1,742
4456
$791K ﹤0.01%
45,279
-44,981
4457
$790K ﹤0.01%
28,183
-21,466
4458
$788K ﹤0.01%
113,469
+39,870
4459
$788K ﹤0.01%
14,765
-12,204
4460
$787K ﹤0.01%
25,600
-67,201
4461
$787K ﹤0.01%
22,384
-31,234
4462
$786K ﹤0.01%
5,344,021
+5,319,021
4463
$783K ﹤0.01%
31,138
-1,430
4464
$782K ﹤0.01%
39,819
+931
4465
$779K ﹤0.01%
97,294
-52,435
4466
$779K ﹤0.01%
16,093
-18,733
4467
$779K ﹤0.01%
45,618
-84,678
4468
$778K ﹤0.01%
69,985
+63,468
4469
$777K ﹤0.01%
63,734
-84,711
4470
$777K ﹤0.01%
2,315
-13
4471
$776K ﹤0.01%
111,863
-41,967
4472
$775K ﹤0.01%
14,726
+6,798
4473
$773K ﹤0.01%
35,119
+1,789
4474
$772K ﹤0.01%
68,431
-31,138
4475
$771K ﹤0.01%
48,362
+12,253
177 178
179
180 181