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
4751
$487K ﹤0.01%
52,847
-56,096
4752
$487K ﹤0.01%
37,402
+5,691
4753
$486K ﹤0.01%
67,439
-35,377
4754
$486K ﹤0.01%
4,396
-2,296
4755
$485K ﹤0.01%
2,260
-1,774
4756
$484K ﹤0.01%
195,205
-166,631
4757
$483K ﹤0.01%
19,084
-20,512
4758
$483K ﹤0.01%
34,865
-2,749
4759
$481K ﹤0.01%
39,265
-58,191
4760
$479K ﹤0.01%
15,963
-13,836
4761
$478K ﹤0.01%
26,803
-4,141
4762
$476K ﹤0.01%
4,999
-10
4763
$475K ﹤0.01%
30,153
-12,562
4764
$474K ﹤0.01%
65,363
-58,499
4765
$474K ﹤0.01%
17,421
-15,225
4766
$474K ﹤0.01%
20,397
+16,727
4767
$474K ﹤0.01%
42,325
+4,097
4768
$473K ﹤0.01%
9,195
+9,188
4769
$471K ﹤0.01%
27,433
4770
$471K ﹤0.01%
27,841
-14,845
4771
$471K ﹤0.01%
9,963
+785
4772
$470K ﹤0.01%
99,004
-50,860
4773
$470K ﹤0.01%
67,794
-3,289
4774
$469K ﹤0.01%
177,713
+10,034
4775
$468K ﹤0.01%
110,508
-5,509
189 190
191
192 193