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
5026
$287K ﹤0.01%
7,180
-12,096
5027
$286K ﹤0.01%
11,677
-2,104
5028
$286K ﹤0.01%
5,337
+2,637
5029
$286K ﹤0.01%
14,705
-7,390
5030
$284K ﹤0.01%
12,064
-1,011
5031
$284K ﹤0.01%
30,962
-19,255
5032
$284K ﹤0.01%
151,481
+60,147
5033
$284K ﹤0.01%
50,069
-66,517
5034
$283K ﹤0.01%
5,855
-9,696
5035
$283K ﹤0.01%
4,100
-700
5036
$283K ﹤0.01%
15,189
-5,022
5037
$283K ﹤0.01%
10,789
-195
5038
$283K ﹤0.01%
20,560
-816
5039
$281K ﹤0.01%
61,393
+47,023
5040
$281K ﹤0.01%
16,472
-7,503
5041
$281K ﹤0.01%
23,376
-2,539
5042
$280K ﹤0.01%
69,895
-147,464
5043
$280K ﹤0.01%
18,729
+6,693
5044
$279K ﹤0.01%
31,818
-302
5045
$279K ﹤0.01%
7,790
+6,440
5046
$279K ﹤0.01%
7,872
+1,052
5047
$279K ﹤0.01%
8,724
-10,718
5048
$279K ﹤0.01%
12,951
-13,292
5049
$278K ﹤0.01%
18,672
+962
5050
$278K ﹤0.01%
+12,609
200 201
202
203 204