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
5201
$208K ﹤0.01%
4,471
+644
5202
$208K ﹤0.01%
16,315
-4,446
5203
$207K ﹤0.01%
14,943
-17,928
5204
$206K ﹤0.01%
89,483
+83,020
5205
$206K ﹤0.01%
30,795
5206
$205K ﹤0.01%
24,452
-25,049
5207
$205K ﹤0.01%
20,759
-1,017
5208
$205K ﹤0.01%
15,088
+6,888
5209
$204K ﹤0.01%
3,243
-2,719
5210
$204K ﹤0.01%
186
-69
5211
$204K ﹤0.01%
17,625
+2,154
5212
$204K ﹤0.01%
11,505
+1,688
5213
$203K ﹤0.01%
12,750
+11,721
5214
$203K ﹤0.01%
4,043
+934
5215
$203K ﹤0.01%
17,271
-19,421
5216
$202K ﹤0.01%
3,354
+1,352
5217
$199K ﹤0.01%
1,092
-1,317
5218
$198K ﹤0.01%
40,454
-114,543
5219
$198K ﹤0.01%
+24,462
5220
$198K ﹤0.01%
25,681
+480
5221
$197K ﹤0.01%
6,798
-7,300
5222
$197K ﹤0.01%
24,499
-29,362
5223
$196K ﹤0.01%
490
+247
5224
$196K ﹤0.01%
14,613
-990
5225
$196K ﹤0.01%
25,431
+6,511
207 208
209
210 211