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
5226
$195K ﹤0.01%
8,999
-1,803
5227
$194K ﹤0.01%
19,272
+794
5228
$191K ﹤0.01%
11,124
-26,364
5229
$191K ﹤0.01%
7,677
-12,236
5230
$190K ﹤0.01%
20,066
-24,424
5231
$190K ﹤0.01%
726
-160
5232
$190K ﹤0.01%
+9,242
5233
$189K ﹤0.01%
10,495
+9,995
5234
$189K ﹤0.01%
5,498
-290
5235
$189K ﹤0.01%
6,270
+838
5236
$189K ﹤0.01%
18,900
-8,100
5237
$187K ﹤0.01%
11,704
-357
5238
$186K ﹤0.01%
1,563
-370
5239
$186K ﹤0.01%
38,976
-36,151
5240
$186K ﹤0.01%
3,832
+527
5241
$185K ﹤0.01%
9,924
-11,293
5242
$184K ﹤0.01%
66,300
+35,700
5243
– –
0
5244
$183K ﹤0.01%
20,687
-25,355
5245
$183K ﹤0.01%
45,681
+21,000
5246
$183K ﹤0.01%
4,042
-4,795
5247
$183K ﹤0.01%
3,156
+3,108
5248
$183K ﹤0.01%
12,193
-14,854
5249
$183K ﹤0.01%
22,636
+20,639
5250
$183K ﹤0.01%
62,303
+24,439
208 209
210
211 212