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
5076
$262K ﹤0.01%
19,968
-19,760
5077
$260K ﹤0.01%
49,020
-58,301
5078
$259K ﹤0.01%
5,599
-6,111
5079
$258K ﹤0.01%
66,651
-46,632
5080
$258K ﹤0.01%
3,221
-2,734
5081
$258K ﹤0.01%
10,303
-9,375
5082
$256K ﹤0.01%
8,856
-9,590
5083
$255K ﹤0.01%
6,765
+2,273
5084
$254K ﹤0.01%
3,352
-4,121
5085
$254K ﹤0.01%
8,520
+2,215
5086
$254K ﹤0.01%
38,856
-40,576
5087
$254K ﹤0.01%
42,339
-47,049
5088
$254K ﹤0.01%
185
-5
5089
$254K ﹤0.01%
8,750
5090
$254K ﹤0.01%
7,967
-49,518
5091
$254K ﹤0.01%
10,551
5092
$253K ﹤0.01%
10
-6
5093
$253K ﹤0.01%
29,082
-1,542
5094
$253K ﹤0.01%
19,373
+5,172
5095
$251K ﹤0.01%
97,611
-125,299
5096
$250K ﹤0.01%
33,500
+7,500
5097
$250K ﹤0.01%
16,006
-7,860
5098
$250K ﹤0.01%
32,438
+14,116
5099
$250K ﹤0.01%
24,914
+242
5100
$249K ﹤0.01%
37,240
+25,700
202 203
204
205 206