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
4551
$680K ﹤0.01%
25,713
-19,791
4552
$680K ﹤0.01%
36,109
-10,934
4553
$679K ﹤0.01%
45,141
-21,088
4554
$677K ﹤0.01%
22,305
-22,365
4555
$675K ﹤0.01%
36,457
+14,041
4556
$675K ﹤0.01%
50,502
+3,825
4557
$674K ﹤0.01%
23,586
-26,022
4558
$673K ﹤0.01%
34,728
+528
4559
$672K ﹤0.01%
48,459
-62,322
4560
$671K ﹤0.01%
+66,330
4561
$671K ﹤0.01%
59,702
-35,832
4562
$668K ﹤0.01%
204,456
-19,176
4563
$667K ﹤0.01%
25,871
+12,976
4564
$665K ﹤0.01%
22,532
-4,611
4565
$662K ﹤0.01%
41,865
-34,825
4566
$661K ﹤0.01%
180,573
4567
$661K ﹤0.01%
55,505
-50,461
4568
$659K ﹤0.01%
21,517
+2,384
4569
$657K ﹤0.01%
23,949
-24,927
4570
$653K ﹤0.01%
47,351
+44,167
4571
$653K ﹤0.01%
21,127
-436
4572
$652K ﹤0.01%
14,354
-28,647
4573
$651K ﹤0.01%
2,629
+790
4574
$651K ﹤0.01%
184,424
-1,797,667
4575
$651K ﹤0.01%
497,023
-1,874,097
181 182
183
184 185