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
5551
$80K ﹤0.01%
12,631
-7,150
5552
$80K ﹤0.01%
5,035
5553
$80K ﹤0.01%
11,500
-809
5554
$79K ﹤0.01%
10,746
-15,058
5555
$78K ﹤0.01%
5,117
+286
5556
$78K ﹤0.01%
34,826
-9,283
5557
$78K ﹤0.01%
10
+1
5558
$78K ﹤0.01%
7,091
-5,244
5559
$78K ﹤0.01%
14,445
+10,723
5560
$78K ﹤0.01%
20,337
5561
$78K ﹤0.01%
3,619
+2,034
5562
$78K ﹤0.01%
+4,075
5563
$78K ﹤0.01%
1,237
5564
$77K ﹤0.01%
+1,000
5565
$77K ﹤0.01%
15,540
+7,581
5566
$77K ﹤0.01%
157
-147
5567
$77K ﹤0.01%
3,683
+2,316
5568
$76K ﹤0.01%
+1,360
5569
$76K ﹤0.01%
8,110
+8,026
5570
$76K ﹤0.01%
3,702
-10,838
5571
$76K ﹤0.01%
1,516
-107
5572
$76K ﹤0.01%
532
-16
5573
$75K ﹤0.01%
3,001
+1,995
5574
$75K ﹤0.01%
+63
5575
$75K ﹤0.01%
2,663
+2,623
221 222
223
224 225