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
5326
$151K ﹤0.01%
21,978
-16,539
5327
$151K ﹤0.01%
28,227
+17,769
5328
$151K ﹤0.01%
1,936
+1,606
5329
$151K ﹤0.01%
29,608
-49,121
5330
$151K ﹤0.01%
23,025
-15,306
5331
$151K ﹤0.01%
6,170
+870
5332
$150K ﹤0.01%
21,615
+2,844
5333
$150K ﹤0.01%
13,489
+939
5334
$150K ﹤0.01%
51,861
-2,706
5335
$149K ﹤0.01%
3,881
+14
5336
$149K ﹤0.01%
35,602
-42,027
5337
$149K ﹤0.01%
30,787
-20,000
5338
$149K ﹤0.01%
30,828
-37,783
5339
$148K ﹤0.01%
6,312
+5,068
5340
$148K ﹤0.01%
45,092
-2,908
5341
$148K ﹤0.01%
100,273
+8,196
5342
$148K ﹤0.01%
11,121
-300
5343
$147K ﹤0.01%
6,700
+6,500
5344
$147K ﹤0.01%
8,395
+2,729
5345
$147K ﹤0.01%
7,725
-4,067
5346
$147K ﹤0.01%
10,943
-2,762
5347
$146K ﹤0.01%
11,071
-14,623
5348
$146K ﹤0.01%
8,588
+4,590
5349
$145K ﹤0.01%
932
-1,030
5350
$145K ﹤0.01%
2,032
+662
212 213
214
215 216