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
5526
$85K ﹤0.01%
1,462
-195
5527
$85K ﹤0.01%
9,500
+200
5528
$84K ﹤0.01%
19,735
-11,116
5529
$84K ﹤0.01%
+4,376
5530
$84K ﹤0.01%
7,600
+150
5531
$84K ﹤0.01%
29,726
+24,126
5532
$83K ﹤0.01%
5,267
+20
5533
$83K ﹤0.01%
1,550
-275
5534
– –
-1
5535
– –
0
5536
$83K ﹤0.01%
3,154
+562
5537
$82K ﹤0.01%
7,879
+1,500
5538
$82K ﹤0.01%
2,526
+2,466
5539
$82K ﹤0.01%
1,077
-734
5540
$82K ﹤0.01%
6,909
-1,402
5541
$82K ﹤0.01%
133
+14
5542
$82K ﹤0.01%
55,095
+25,527
5543
$81K ﹤0.01%
2,992
-3,896
5544
$81K ﹤0.01%
2,400
-1,500
5545
$81K ﹤0.01%
43,356
-41,514
5546
$81K ﹤0.01%
20,279
-25,324
5547
$81K ﹤0.01%
671,195
-24,462
5548
$81K ﹤0.01%
2,000
5549
$80K ﹤0.01%
13,032
-2,828
5550
– –
0
220 221
222
223 224