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
5001
$305K ﹤0.01%
7,109
-6,646
5002
$303K ﹤0.01%
9,282
-8,899
5003
$303K ﹤0.01%
159,529
-171,059
5004
$302K ﹤0.01%
40,843
+27,049
5005
$302K ﹤0.01%
13,467
-11,230
5006
$302K ﹤0.01%
9,303
-3,093
5007
$301K ﹤0.01%
25,003
-38,977
5008
$301K ﹤0.01%
1,902
-2,260
5009
$301K ﹤0.01%
24,336
-17,309
5010
$301K ﹤0.01%
26,192
+8,377
5011
$300K ﹤0.01%
+2,166
5012
$300K ﹤0.01%
55
+2
5013
$300K ﹤0.01%
10,679
-9,502
5014
$298K ﹤0.01%
39,709
+31,865
5015
$297K ﹤0.01%
27,361
+22,303
5016
$297K ﹤0.01%
21,929
-27,276
5017
$295K ﹤0.01%
25,693
-27,133
5018
$294K ﹤0.01%
18,140
-24,422
5019
$290K ﹤0.01%
14,185
-2,430
5020
$290K ﹤0.01%
6,773
-3,266
5021
$290K ﹤0.01%
93,088
-30,849
5022
$290K ﹤0.01%
30,753
-25,275
5023
$288K ﹤0.01%
34,186
+16,739
5024
$288K ﹤0.01%
16,322
-16,812
5025
$287K ﹤0.01%
10,236
+9,574
199 200
201
202 203