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
4676
$544K ﹤0.01%
214,100
4677
$541K ﹤0.01%
26,399
-12,853
4678
$541K ﹤0.01%
34,895
+2,690
4679
$540K ﹤0.01%
22,436
-1,524
4680
$540K ﹤0.01%
131,989
+37,827
4681
$539K ﹤0.01%
67,499
+65,494
4682
$539K ﹤0.01%
34,721
-42,103
4683
$539K ﹤0.01%
350,138
+152,516
4684
$538K ﹤0.01%
49,629
-23,211
4685
$537K ﹤0.01%
22,481
-21,907
4686
$537K ﹤0.01%
64,148
-86,588
4687
$536K ﹤0.01%
13,932
-13,361
4688
$536K ﹤0.01%
29,449
+26,024
4689
$536K ﹤0.01%
20,665
-27,605
4690
$535K ﹤0.01%
8,514
+1,544
4691
$534K ﹤0.01%
22,263
-9,827
4692
$533K ﹤0.01%
22,906
-14,930
4693
$533K ﹤0.01%
20,485
-11,115
4694
$533K ﹤0.01%
71,429
-40,801
4695
$532K ﹤0.01%
37,306
+31
4696
$531K ﹤0.01%
30,348
-25,580
4697
$530K ﹤0.01%
17,968
-8,839
4698
$530K ﹤0.01%
10,587
+2,520
4699
$529K ﹤0.01%
82,115
+44,750
4700
$528K ﹤0.01%
14,927
-10,246
186 187
188
189 190