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
4701
$528K ﹤0.01%
13,907
+13,245
4702
$527K ﹤0.01%
22,054
-23,682
4703
$527K ﹤0.01%
405,150
+249,317
4704
$527K ﹤0.01%
12,268
+10,591
4705
$526K ﹤0.01%
44,191
-52,625
4706
$525K ﹤0.01%
59,002
+22,557
4707
$525K ﹤0.01%
3,213
+2,975
4708
$524K ﹤0.01%
71,679
-50,449
4709
$523K ﹤0.01%
4,185
+4,027
4710
$522K ﹤0.01%
27,151
+3,839
4711
$521K ﹤0.01%
14,940
+1,543
4712
$520K ﹤0.01%
32,921
+11,231
4713
$520K ﹤0.01%
21,128
-997
4714
$520K ﹤0.01%
64,583
-73,047
4715
$519K ﹤0.01%
13,145
-5,119
4716
$517K ﹤0.01%
116,657
-59,465
4717
$515K ﹤0.01%
35,964
-8,520
4718
$515K ﹤0.01%
78,080
-70,496
4719
$515K ﹤0.01%
61,335
-55,807
4720
$514K ﹤0.01%
21,945
-18,985
4721
$514K ﹤0.01%
20,091
+513
4722
$512K ﹤0.01%
68,312
-3,016
4723
$511K ﹤0.01%
19,342
+1,089
4724
$509K ﹤0.01%
168,909
-69,739
4725
$509K ﹤0.01%
48,472
-103,450
187 188
189
190 191