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
5351
$144K ﹤0.01%
14,624
-49,185
5352
$144K ﹤0.01%
39,396
+30,749
5353
$143K ﹤0.01%
13,728
-14,685
5354
$143K ﹤0.01%
4,881
-1,584
5355
$142K ﹤0.01%
9,759
+2,001
5356
$141K ﹤0.01%
3,011
-1,205
5357
$141K ﹤0.01%
2,600
5358
$141K ﹤0.01%
81
+68
5359
$141K ﹤0.01%
41,562
-33,503
5360
$140K ﹤0.01%
+2,755
5361
$140K ﹤0.01%
12,594
-19,219
5362
$140K ﹤0.01%
9,458
+3,676
5363
$139K ﹤0.01%
974
+862
5364
$139K ﹤0.01%
14,426
-15,563
5365
$139K ﹤0.01%
+89,497
5366
$139K ﹤0.01%
17,427
+4,036
5367
$138K ﹤0.01%
+6,740
5368
$138K ﹤0.01%
6,156
+1,037
5369
$138K ﹤0.01%
+2
5370
$138K ﹤0.01%
1,954
-2,001
5371
$137K ﹤0.01%
13,708
-23,052
5372
$137K ﹤0.01%
3,929
-94
5373
$135K ﹤0.01%
16,858
+1,953
5374
$135K ﹤0.01%
314
-184
5375
$135K ﹤0.01%
3,472
-2,301
213 214
215
216 217