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
5301
$162K ﹤0.01%
3,594
-2,681
5302
$161K ﹤0.01%
30,825
+21,915
5303
$161K ﹤0.01%
13,085
+5,135
5304
$161K ﹤0.01%
9,370
5305
$160K ﹤0.01%
7,448
-400
5306
$159K ﹤0.01%
29,093
+21,762
5307
$159K ﹤0.01%
11,091
-14,681
5308
$158K ﹤0.01%
22,388
-19,911
5309
$158K ﹤0.01%
15,930
-18,483
5310
$156K ﹤0.01%
9,124
-7,593
5311
$156K ﹤0.01%
13,266
-9,960
5312
$156K ﹤0.01%
12,208
5313
$156K ﹤0.01%
1,512
+1,055
5314
$156K ﹤0.01%
8,622
-9,434
5315
$155K ﹤0.01%
8,823
-638
5316
$154K ﹤0.01%
53,971
-57,611
5317
$154K ﹤0.01%
39,587
+39,537
5318
$154K ﹤0.01%
3,930
+7
5319
$154K ﹤0.01%
22,372
-16,762
5320
$153K ﹤0.01%
82,431
+39,866
5321
$153K ﹤0.01%
6,110
-10
5322
$153K ﹤0.01%
11,067
-10,899
5323
$152K ﹤0.01%
18,445
+10,879
5324
$152K ﹤0.01%
10,298
+1,785
5325
$152K ﹤0.01%
20,946
-20,019
211 212
213
214 215