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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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%
8,750
5085
$254K ﹤0.01%
7,967
-49,518
5086
$254K ﹤0.01%
10,551
5087
$254K ﹤0.01%
3,352
-4,121
5088
$254K ﹤0.01%
8,520
+2,215
5089
$254K ﹤0.01%
38,856
-40,576
5090
$254K ﹤0.01%
42,339
-47,049
5091
$254K ﹤0.01%
185
-5
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%
16,006
-7,860
5097
$250K ﹤0.01%
32,438
+14,116
5098
$250K ﹤0.01%
24,914
+242
5099
$250K ﹤0.01%
33,500
+7,500
5100
$249K ﹤0.01%
37,240
+25,700
202 203
204
205 206