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
4826
$430K ﹤0.01%
103,788
+102,562
4827
$430K ﹤0.01%
36,087
-37,496
4828
$429K ﹤0.01%
2,955
+934
4829
$428K ﹤0.01%
11,117
-261,097
4830
$426K ﹤0.01%
30,249
-1,418
4831
$426K ﹤0.01%
24,303
-13,353
4832
$426K ﹤0.01%
33,588
-32,664
4833
$426K ﹤0.01%
24,705
+3,370
4834
$424K ﹤0.01%
20,873
-4,526
4835
$424K ﹤0.01%
320,526
+213,076
4836
$424K ﹤0.01%
32,531
+5,416
4837
$422K ﹤0.01%
47,212
-26,427
4838
$422K ﹤0.01%
41,367
-13,245
4839
$421K ﹤0.01%
23,498
-2,576
4840
$419K ﹤0.01%
13,286
-10,575
4841
$418K ﹤0.01%
22,950
-17,301
4842
$417K ﹤0.01%
24,461
-323
4843
$416K ﹤0.01%
10,554
+412
4844
$415K ﹤0.01%
24,659
-15,837
4845
$415K ﹤0.01%
22,320
-26,375
4846
$414K ﹤0.01%
21,575
-35,730
4847
$414K ﹤0.01%
272
+103
4848
$414K ﹤0.01%
40,837
-17,607
4849
$413K ﹤0.01%
27,324
+738
4850
$412K ﹤0.01%
48,476
+29,155
192 193
194
195 196