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
4501
$738K ﹤0.01%
78,967
+16,654
4502
$737K ﹤0.01%
1,279
+252
4503
$737K ﹤0.01%
15,572
-12,081
4504
$737K ﹤0.01%
207,471
-248,604
4505
$735K ﹤0.01%
26,164
-19,222
4506
$734K ﹤0.01%
26,602
-20,917
4507
$734K ﹤0.01%
28,969
-2,391
4508
$728K ﹤0.01%
26,214
-916
4509
$727K ﹤0.01%
39,405
-51,273
4510
$727K ﹤0.01%
186
-14
4511
$726K ﹤0.01%
34,991
-2,318
4512
$721K ﹤0.01%
48,766
+16,580
4513
$721K ﹤0.01%
100,746
-37,009
4514
$719K ﹤0.01%
9,214
-5,718
4515
$718K ﹤0.01%
3,729
-3,108
4516
$718K ﹤0.01%
59,568
-1,927
4517
$718K ﹤0.01%
32,797
-7,657
4518
$716K ﹤0.01%
4,756
+1,735
4519
$715K ﹤0.01%
21,473
+7,386
4520
$715K ﹤0.01%
30,629
-35,066
4521
$713K ﹤0.01%
20,761
-5,329
4522
$713K ﹤0.01%
44,077
-33,439
4523
$712K ﹤0.01%
14,108
+2,664
4524
$712K ﹤0.01%
19,109
-11,855
4525
$710K ﹤0.01%
47,159
-7,632
179 180
181
182 183