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
4851
$412K ﹤0.01%
132,627
-90,690
4852
$412K ﹤0.01%
34,055
-37,770
4853
$411K ﹤0.01%
27,431
+19,350
4854
$409K ﹤0.01%
22,915
+5,691
4855
$407K ﹤0.01%
13,019
+860
4856
$405K ﹤0.01%
218,499
-234,327
4857
$405K ﹤0.01%
14,334
-13,776
4858
$405K ﹤0.01%
20,433
-2,149
4859
$404K ﹤0.01%
28,952
+4,889
4860
$403K ﹤0.01%
13,251
-10,834
4861
$402K ﹤0.01%
10,821
-3,567
4862
$401K ﹤0.01%
7,658
-9,136
4863
$401K ﹤0.01%
18,725
-23,691
4864
$399K ﹤0.01%
6,911
-4,878
4865
$399K ﹤0.01%
9,092
-277
4866
$398K ﹤0.01%
18,227
-15,003
4867
$398K ﹤0.01%
25,380
+14,479
4868
$396K ﹤0.01%
+21,195
4869
$396K ﹤0.01%
16,561
-20,136
4870
$396K ﹤0.01%
30,833
+1,296
4871
$395K ﹤0.01%
21,403
+15,431
4872
$395K ﹤0.01%
79,716
-8,184
4873
$390K ﹤0.01%
20,952
-15,771
4874
$390K ﹤0.01%
17,202
-8,856
4875
$389K ﹤0.01%
21,416
-8,719
193 194
195
196 197