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
5501
$93K ﹤0.01%
1,046
+542
5502
$93K ﹤0.01%
3,195
-290
5503
$92K ﹤0.01%
6,869
-150
5504
$92K ﹤0.01%
5,315
-57,629
5505
$92K ﹤0.01%
35
+5
5506
$91K ﹤0.01%
7,711
-3,720
5507
$91K ﹤0.01%
25,630
-14,182
5508
$91K ﹤0.01%
1,947
-91
5509
$90K ﹤0.01%
13,366
+2,342
5510
$90K ﹤0.01%
17,025
+2,000
5511
$89K ﹤0.01%
1,808
+1,002
5512
$89K ﹤0.01%
1,061
-1,242
5513
$89K ﹤0.01%
6,721
+2,721
5514
$89K ﹤0.01%
6,582
-7,984
5515
$88K ﹤0.01%
25,769
-10,975
5516
$88K ﹤0.01%
29,172
+20,628
5517
$87K ﹤0.01%
756
-149
5518
$87K ﹤0.01%
9,600
-28,400
5519
$87K ﹤0.01%
18,291
-21,971
5520
$86K ﹤0.01%
367
+327
5521
$86K ﹤0.01%
3,153
+3,113
5522
$86K ﹤0.01%
848
-28
5523
$85K ﹤0.01%
157
-194
5524
– –
0
5525
$85K ﹤0.01%
1,650
-3,688
219 220
221
222 223