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
4901
$374K ﹤0.01%
33,325
+897
4902
$373K ﹤0.01%
24,950
-6,265
4903
$373K ﹤0.01%
90,899
-98,218
4904
$373K ﹤0.01%
22,022
-75,249
4905
$373K ﹤0.01%
14,039
-460
4906
$372K ﹤0.01%
72,823
-82,701
4907
$372K ﹤0.01%
78,002
+43,113
4908
$370K ﹤0.01%
42,749
-55,004
4909
$370K ﹤0.01%
30,287
+481
4910
$369K ﹤0.01%
17,636
-889
4911
$369K ﹤0.01%
25,545
+15,586
4912
$367K ﹤0.01%
27,556
-11,936
4913
$366K ﹤0.01%
15,316
+4,554
4914
$366K ﹤0.01%
36,575
+36,025
4915
$364K ﹤0.01%
26,646
+2,298
4916
$364K ﹤0.01%
7,187
+6,772
4917
$363K ﹤0.01%
148,200
-1,612,283
4918
$363K ﹤0.01%
132,464
-46,306
4919
$362K ﹤0.01%
10,707
-6,948
4920
$362K ﹤0.01%
13,767
+2,623
4921
$361K ﹤0.01%
19,876
+13,524
4922
$361K ﹤0.01%
26,899
+1,382
4923
$360K ﹤0.01%
12,536
+9,367
4924
$360K ﹤0.01%
16,108
-16,602
4925
$359K ﹤0.01%
75,577
+17,774
195 196
197
198 199