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
4726
$507K ﹤0.01%
221
+7
4727
$506K ﹤0.01%
2,243
-2,398
4728
$505K ﹤0.01%
117,526
-80,683
4729
$505K ﹤0.01%
25,896
-26,674
4730
$500K ﹤0.01%
32,694
+20,949
4731
$499K ﹤0.01%
2,399
+122
4732
$498K ﹤0.01%
21,482
+4,623
4733
$498K ﹤0.01%
25,535
-29,645
4734
$498K ﹤0.01%
32,977
+4,868
4735
$497K ﹤0.01%
71,338
-45,054
4736
$497K ﹤0.01%
10,197
-9,931
4737
$496K ﹤0.01%
32,390
-34,518
4738
$495K ﹤0.01%
131,859
-57,649
4739
$495K ﹤0.01%
+37,521
4740
$494K ﹤0.01%
20,491
-2,740
4741
– –
0
4742
$492K ﹤0.01%
40,234
+2,658
4743
$492K ﹤0.01%
3,537
+2,431
4744
$491K ﹤0.01%
16,126
-11,302
4745
$490K ﹤0.01%
74,625
-28,889
4746
$490K ﹤0.01%
10,595
+2,349
4747
$490K ﹤0.01%
2,849
-5,507
4748
$490K ﹤0.01%
33,334
-63
4749
$489K ﹤0.01%
31,579
-24,204
4750
$488K ﹤0.01%
55,233
-30,174
188 189
190
191 192