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
5576
$75K ﹤0.01%
15,122
-3,080
5577
$75K ﹤0.01%
+5,000
5578
$74K ﹤0.01%
5,948
-2,800
5579
$74K ﹤0.01%
4,775
5580
$74K ﹤0.01%
11,706
+11,656
5581
$74K ﹤0.01%
3,978
+1,908
5582
$74K ﹤0.01%
5,406
-4,719
5583
$73K ﹤0.01%
1,065
+958
5584
$73K ﹤0.01%
+5,672
5585
$73K ﹤0.01%
+2,798
5586
$72K ﹤0.01%
29,749
+8,149
5587
$72K ﹤0.01%
2,688
-8
5588
$72K ﹤0.01%
31,174
-224
5589
$71K ﹤0.01%
+17,192
5590
$71K ﹤0.01%
+84
5591
$71K ﹤0.01%
2,350
+500
5592
$71K ﹤0.01%
16,364
+14,189
5593
$71K ﹤0.01%
6,470
-2,898
5594
$71K ﹤0.01%
11,260
-17,839
5595
$71K ﹤0.01%
11,043
5596
$71K ﹤0.01%
2,270
-6,958
5597
$70K ﹤0.01%
10,834
-13,421
5598
$70K ﹤0.01%
+508
5599
$70K ﹤0.01%
+2,894
5600
$70K ﹤0.01%
7,250
-757
222 223
224
225 226