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
5176
$220K ﹤0.01%
55,319
-53,828
5177
$219K ﹤0.01%
18,073
-13,956
5178
$218K ﹤0.01%
128,452
+10,778
5179
$218K ﹤0.01%
8,361
-3,519
5180
$217K ﹤0.01%
7,300
+6,004
5181
$216K ﹤0.01%
6,003
-12,176
5182
$216K ﹤0.01%
22,362
+11,452
5183
$216K ﹤0.01%
8,620
5184
$216K ﹤0.01%
94,418
-113,459
5185
$216K ﹤0.01%
7,934
+61
5186
$215K ﹤0.01%
29,373
-27,002
5187
$215K ﹤0.01%
42,259
+8,112
5188
$215K ﹤0.01%
100,344
-86,433
5189
$214K ﹤0.01%
+375,987
5190
$214K ﹤0.01%
6,996
+6,213
5191
$213K ﹤0.01%
33,898
+208
5192
$212K ﹤0.01%
5,795
+2,146
5193
$212K ﹤0.01%
16,672
-23,693
5194
$211K ﹤0.01%
20,088
-16,649
5195
$211K ﹤0.01%
18,842
-21,278
5196
$211K ﹤0.01%
13,088
-2,852
5197
$210K ﹤0.01%
10,048
+1,551
5198
$209K ﹤0.01%
20,005
-16,949
5199
$208K ﹤0.01%
13,587
+925
5200
$208K ﹤0.01%
6,600
-12,248
206 207
208
209 210