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
4876
$389K ﹤0.01%
16,295
+5,857
4877
$388K ﹤0.01%
34,363
+1,357
4878
$388K ﹤0.01%
13,404
+10,736
4879
$387K ﹤0.01%
6,456
4880
$387K ﹤0.01%
22,274
-27,326
4881
$386K ﹤0.01%
33,682
+2,401
4882
$386K ﹤0.01%
127,905
-33,395
4883
$386K ﹤0.01%
335
+243
4884
$386K ﹤0.01%
12,389
-14,977
4885
$384K ﹤0.01%
26,804
+958
4886
$384K ﹤0.01%
22,865
-9,292
4887
$384K ﹤0.01%
8,341
+1,297
4888
$383K ﹤0.01%
22,073
+20,314
4889
$383K ﹤0.01%
201,709
-125,395
4890
$382K ﹤0.01%
12,799
-58,683
4891
$380K ﹤0.01%
+18,121
4892
$379K ﹤0.01%
113,049
-13,786
4893
$379K ﹤0.01%
16,090
+11,510
4894
$378K ﹤0.01%
11,461
-3,875
4895
$378K ﹤0.01%
48,939
-56,423
4896
$377K ﹤0.01%
13,768
-9,985
4897
$376K ﹤0.01%
16,754
-3,733
4898
$376K ﹤0.01%
16,783
-3,637
4899
$375K ﹤0.01%
10,927
-13,098
4900
$374K ﹤0.01%
10,269
-43,526
194 195
196
197 198