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
5276
$172K ﹤0.01%
13,708
+13,622
5277
$172K ﹤0.01%
637
+143
5278
$172K ﹤0.01%
43,485
-64,258
5279
$172K ﹤0.01%
19,410
+3,100
5280
$172K ﹤0.01%
28,970
-34,473
5281
$171K ﹤0.01%
4,780
-98
5282
$170K ﹤0.01%
10,687
+9,334
5283
$170K ﹤0.01%
15,364
-18,102
5284
$170K ﹤0.01%
14,490
-18,440
5285
$169K ﹤0.01%
12,418
-2,165
5286
$169K ﹤0.01%
+18,112
5287
$169K ﹤0.01%
27,193
-141,297
5288
$169K ﹤0.01%
56,301
-79,900
5289
$168K ﹤0.01%
543
+14
5290
$168K ﹤0.01%
22,248
-24,320
5291
$167K ﹤0.01%
7,886
-9,342
5292
$167K ﹤0.01%
10,604
-8,788
5293
$166K ﹤0.01%
8,427
+2,440
5294
$166K ﹤0.01%
13,565
-19,513
5295
$165K ﹤0.01%
21,058
+3,446
5296
$165K ﹤0.01%
6,005
-1,543
5297
$165K ﹤0.01%
7,420
-93,704
5298
$164K ﹤0.01%
26,200
+11,400
5299
$163K ﹤0.01%
+10,543
5300
$162K ﹤0.01%
30,031
-22,412
210 211
212
213 214