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
5126
$239K ﹤0.01%
5,710
+58
5127
$239K ﹤0.01%
4,065
+17
5128
$239K ﹤0.01%
77,767
-124,223
5129
$239K ﹤0.01%
9,880
-1,184
5130
$239K ﹤0.01%
16,296
5131
$239K ﹤0.01%
49,851
+49,775
5132
$238K ﹤0.01%
11,808
-1,492
5133
$238K ﹤0.01%
39,786
-47,185
5134
$238K ﹤0.01%
1,526
-1,614
5135
$237K ﹤0.01%
5,877
-740
5136
$237K ﹤0.01%
58,900
-1,000
5137
$237K ﹤0.01%
17,358
+3,242
5138
$236K ﹤0.01%
121,100
+18,100
5139
$235K ﹤0.01%
13,195
+4,449
5140
$234K ﹤0.01%
6,858
-10,535
5141
$234K ﹤0.01%
75,940
-93,779
5142
$233K ﹤0.01%
25,800
-27,866
5143
$233K ﹤0.01%
13,858
+959
5144
$233K ﹤0.01%
11,215
-692
5145
$233K ﹤0.01%
116,206
+99,601
5146
$232K ﹤0.01%
31,759
-35,957
5147
$231K ﹤0.01%
8,437
+360
5148
$231K ﹤0.01%
10,836
-13,042
5149
$231K ﹤0.01%
420,085
-979,578
5150
$230K ﹤0.01%
13,132
-2,468
204 205
206
207 208