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
5451
$106K ﹤0.01%
8,955
+3,197
5452
$106K ﹤0.01%
19
-26
5453
$106K ﹤0.01%
11,121
-15,220
5454
$106K ﹤0.01%
3,595
-725
5455
$106K ﹤0.01%
39,713
-26,579
5456
$105K ﹤0.01%
8,751
-10,446
5457
$105K ﹤0.01%
7,743
+206
5458
$104K ﹤0.01%
5,483
-6,653
5459
$104K ﹤0.01%
+3,942
5460
$103K ﹤0.01%
12,368
-2,129
5461
$103K ﹤0.01%
4,993
+3,282
5462
$102K ﹤0.01%
3,050
+146
5463
$102K ﹤0.01%
13,824
-4,995
5464
$102K ﹤0.01%
517
-541
5465
$102K ﹤0.01%
337
+28
5466
$102K ﹤0.01%
3,159
-885
5467
$102K ﹤0.01%
8,778
+89
5468
$102K ﹤0.01%
4,554
+1,798
5469
$101K ﹤0.01%
3,140
+1,286
5470
$101K ﹤0.01%
37,690
-45,620
5471
$101K ﹤0.01%
2,691
-3,415
5472
$101K ﹤0.01%
7,308
+250
5473
$100K ﹤0.01%
4,067
-654
5474
$100K ﹤0.01%
5,901
-33,812
5475
$99K ﹤0.01%
3,568
+136
217 218
219
220 221