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
5376
$135K ﹤0.01%
38
+29
5377
$134K ﹤0.01%
4,391
-2,990
5378
$132K ﹤0.01%
3,646
+2,184
5379
$132K ﹤0.01%
14,001
+2,479
5380
$132K ﹤0.01%
55,075
-21,410
5381
$131K ﹤0.01%
+8,209
5382
$131K ﹤0.01%
9,021
5383
$131K ﹤0.01%
38,455
+2,047
5384
$130K ﹤0.01%
18,501
+3,800
5385
$130K ﹤0.01%
8,106
+4,275
5386
$129K ﹤0.01%
806
-948
5387
$129K ﹤0.01%
4,623
-5,507
5388
$129K ﹤0.01%
900
5389
$129K ﹤0.01%
8,145
-113
5390
$128K ﹤0.01%
1,405
+1,355
5391
$127K ﹤0.01%
35,630
-32,814
5392
$127K ﹤0.01%
9,901
-12,877
5393
$127K ﹤0.01%
5,575
-8,390
5394
$126K ﹤0.01%
26,269
+6,600
5395
– –
0
5396
$126K ﹤0.01%
9,465
-11,008
5397
$126K ﹤0.01%
+1
5398
$126K ﹤0.01%
3,686
+1,846
5399
$126K ﹤0.01%
14,652
+11,053
5400
$125K ﹤0.01%
2,323
-1,357
214 215
216
217 218