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
5251
$182K ﹤0.01%
3,255
-5,309
5252
$182K ﹤0.01%
48,878
-19,136
5253
$181K ﹤0.01%
14,572
-138
5254
$181K ﹤0.01%
6,412
-17,713
5255
$181K ﹤0.01%
8,242
+3,763
5256
$180K ﹤0.01%
13,531
+800
5257
$180K ﹤0.01%
8,807
-9,216
5258
$180K ﹤0.01%
14,522
-1,042,597
5259
$180K ﹤0.01%
8,590
+2,934
5260
$180K ﹤0.01%
17,159
-2,075
5261
$178K ﹤0.01%
17,391
-22,558
5262
$178K ﹤0.01%
3,209
-4,064
5263
$178K ﹤0.01%
3,420
-3,999
5264
$177K ﹤0.01%
5,141
+2,979
5265
$177K ﹤0.01%
6,206
+5,189
5266
$177K ﹤0.01%
138,101
+8,800
5267
$176K ﹤0.01%
3,500
+3,000
5268
$175K ﹤0.01%
42,242
-51,811
5269
$175K ﹤0.01%
103,081
-72,202
5270
$175K ﹤0.01%
9,512
-469
5271
$174K ﹤0.01%
44,946
-17,901
5272
$173K ﹤0.01%
15,384
-6,000
5273
$173K ﹤0.01%
19,265
-27,449
5274
$173K ﹤0.01%
+6,053
5275
$173K ﹤0.01%
1,083
-2,021
209 210
211
212 213