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
4926
$358K ﹤0.01%
57,205
-60,257
4927
$357K ﹤0.01%
36,045
-65,333
4928
$356K ﹤0.01%
24,565
-2,330
4929
$356K ﹤0.01%
8,904
-6,005
4930
$355K ﹤0.01%
4,958
-5,974
4931
$355K ﹤0.01%
14,587
-17,154
4932
$354K ﹤0.01%
2,730
+1,106
4933
$354K ﹤0.01%
37,688
-31,384
4934
$354K ﹤0.01%
10,469
-12,563
4935
$354K ﹤0.01%
17,739
-303
4936
$353K ﹤0.01%
+17,880
4937
$353K ﹤0.01%
19,010
-15,304
4938
$353K ﹤0.01%
13,379
-292
4939
$352K ﹤0.01%
6,248
+2,249
4940
$349K ﹤0.01%
84,126
-356
4941
$349K ﹤0.01%
25,597
-17,261
4942
$349K ﹤0.01%
18,412
+7,991
4943
$345K ﹤0.01%
23,549
-1,681
4944
$345K ﹤0.01%
58,575
-8,032
4945
$344K ﹤0.01%
11,248
-13,684
4946
$344K ﹤0.01%
10,821
-4,363
4947
$344K ﹤0.01%
2,091
+2,084
4948
$343K ﹤0.01%
29,792
+8,015
4949
$343K ﹤0.01%
7,432
+85
4950
$341K ﹤0.01%
20,523
+3,762
196 197
198
199 200