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
4776
$468K ﹤0.01%
23,231
-27,679
4777
$467K ﹤0.01%
46,240
-34,536
4778
$466K ﹤0.01%
28,047
-11,611
4779
$464K ﹤0.01%
33,873
-12,370
4780
$464K ﹤0.01%
35,140
+3,815
4781
$463K ﹤0.01%
119,178
-180,111
4782
$461K ﹤0.01%
28,457
+1,881
4783
$460K ﹤0.01%
23,580
+649
4784
$460K ﹤0.01%
28,077
+6,982
4785
$459K ﹤0.01%
17,713
-29,126
4786
$459K ﹤0.01%
7,271
-21,004
4787
$458K ﹤0.01%
16,814
-11,885
4788
$458K ﹤0.01%
+8,972
4789
$457K ﹤0.01%
6,177
-10,942
4790
$456K ﹤0.01%
12,464
-12,368
4791
$455K ﹤0.01%
32,523
-3,089
4792
$454K ﹤0.01%
61,055
-74,143
4793
$454K ﹤0.01%
22,573
-55,332
4794
$454K ﹤0.01%
35,563
+12,421
4795
$453K ﹤0.01%
21,532
+1,610
4796
$453K ﹤0.01%
23,867
-1,524
4797
$452K ﹤0.01%
10,247
-1,701
4798
$452K ﹤0.01%
29,176
-35,432
4799
$451K ﹤0.01%
14,509
-18,448
4800
$451K ﹤0.01%
33,878
+6,578
190 191
192
193 194