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
4951
$341K ﹤0.01%
29,625
+3,625
4952
$340K ﹤0.01%
1,019
-2,410
4953
$340K ﹤0.01%
9,062
-10,919
4954
$340K ﹤0.01%
3,088
-5,156
4955
$339K ﹤0.01%
11,742
-8,474
4956
$338K ﹤0.01%
126,417
+37,670
4957
$337K ﹤0.01%
36,088
-2,384
4958
$337K ﹤0.01%
12,985
4959
$336K ﹤0.01%
18,642
-1,101
4960
$335K ﹤0.01%
106,417
-16,627
4961
$335K ﹤0.01%
5,992
+5,970
4962
$333K ﹤0.01%
21,503
-18,579
4963
$332K ﹤0.01%
13,078
-11,795
4964
$331K ﹤0.01%
9,359
-12,716
4965
$331K ﹤0.01%
16,548
-20,266
4966
$331K ﹤0.01%
14,400
-4,866
4967
$330K ﹤0.01%
18,013
+220
4968
$329K ﹤0.01%
33,747
-32,315
4969
$329K ﹤0.01%
12,432
+1,250
4970
$329K ﹤0.01%
18,383
+4,535
4971
$328K ﹤0.01%
15,747
-748
4972
$327K ﹤0.01%
20,371
-3,764
4973
$327K ﹤0.01%
30,483
+23,647
4974
$326K ﹤0.01%
15,241
-17,374
4975
$325K ﹤0.01%
106,035
+32,100
197 198
199
200 201