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
4651
$576K ﹤0.01%
26,927
-64,408
4652
$576K ﹤0.01%
10,650
+9,939
4653
$575K ﹤0.01%
23,682
+19,008
4654
$574K ﹤0.01%
+45,970
4655
$574K ﹤0.01%
31,290
-23,884
4656
$572K ﹤0.01%
38,335
-5,017
4657
$566K ﹤0.01%
19,658
-159,593
4658
$566K ﹤0.01%
15,214
-18,536
4659
$566K ﹤0.01%
23,912
-104,092
4660
$564K ﹤0.01%
213,739
4661
$564K ﹤0.01%
408,231
-263,673
4662
$562K ﹤0.01%
50,769
-35,754
4663
$561K ﹤0.01%
21,954
+2,400
4664
$557K ﹤0.01%
46,228
-44,475
4665
$555K ﹤0.01%
11,388
+8,000
4666
$555K ﹤0.01%
17,900
+2,397
4667
$555K ﹤0.01%
21,142
-3,937
4668
$554K ﹤0.01%
35,646
-25,836
4669
$554K ﹤0.01%
29,277
+1,301
4670
$554K ﹤0.01%
220,789
+30,621
4671
$551K ﹤0.01%
17,379
+5,909
4672
$550K ﹤0.01%
+413
4673
$547K ﹤0.01%
22,964
-8,908
4674
$545K ﹤0.01%
32,777
-17,011
4675
$545K ﹤0.01%
13,480
-9,113
185 186
187
188 189