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
5151
$229K ﹤0.01%
40,101
-45,686
5152
$229K ﹤0.01%
+2,055
5153
$229K ﹤0.01%
12,113
+2,729
5154
$229K ﹤0.01%
17,960
-21,601
5155
$228K ﹤0.01%
18,442
-22,562
5156
$228K ﹤0.01%
19,313
+9,813
5157
$228K ﹤0.01%
77,019
+16,996
5158
$227K ﹤0.01%
15,272
+3,512
5159
$227K ﹤0.01%
14,982
-16,229
5160
$225K ﹤0.01%
19
-28
5161
$225K ﹤0.01%
23,034
-7,857
5162
$224K ﹤0.01%
27,958
+22,792
5163
$223K ﹤0.01%
14,940
+6,507
5164
$223K ﹤0.01%
14,498
+1,087
5165
$223K ﹤0.01%
17,547
+7,569
5166
$222K ﹤0.01%
13,085
-22,620
5167
$222K ﹤0.01%
13,100
-111,272
5168
$221K ﹤0.01%
19,614
-19,356
5169
$221K ﹤0.01%
8,546
-10,221
5170
$221K ﹤0.01%
68,505
-113,650
5171
$221K ﹤0.01%
50,423
-29,571
5172
$221K ﹤0.01%
30,625
-16,397
5173
$220K ﹤0.01%
11,927
+5,815
5174
$220K ﹤0.01%
4,326
-4,693
5175
$220K ﹤0.01%
78,263
-198,689
205 206
207
208 209