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
5051
$277K ﹤0.01%
23,375
+20,479
5052
$276K ﹤0.01%
7,779
-9,325
5053
$276K ﹤0.01%
53,000
-16,101
5054
$275K ﹤0.01%
7,471
-8,057
5055
$275K ﹤0.01%
40
+32
5056
$275K ﹤0.01%
47,309
-33,743
5057
$274K ﹤0.01%
312
+80
5058
$274K ﹤0.01%
7,147
+3,122
5059
$274K ﹤0.01%
31,958
-17,823
5060
$274K ﹤0.01%
7,800
-1,202
5061
$273K ﹤0.01%
27,172
-25,656
5062
$273K ﹤0.01%
5,703
-4,592
5063
$272K ﹤0.01%
4,195
-4,889
5064
$271K ﹤0.01%
+4,153
5065
$271K ﹤0.01%
49,244
+11,064
5066
$271K ﹤0.01%
10,421
-16,255
5067
$269K ﹤0.01%
14,182
+9,712
5068
$268K ﹤0.01%
46,791
-87,855
5069
$267K ﹤0.01%
46,290
+46,151
5070
$266K ﹤0.01%
18,254
-11,882
5071
$265K ﹤0.01%
7,691
-9,187
5072
$265K ﹤0.01%
11,128
-3,647
5073
$265K ﹤0.01%
22,068
-19,325
5074
$264K ﹤0.01%
16,709
-19,269
5075
$263K ﹤0.01%
12,226
-11,860
201 202
203
204 205