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
5626
$63K ﹤0.01%
13,799
-16,648
5627
$63K ﹤0.01%
1,863
-2,296
5628
$63K ﹤0.01%
183
-221
5629
$63K ﹤0.01%
+4,700
5630
$62K ﹤0.01%
3,100
5631
$62K ﹤0.01%
1,839
5632
$62K ﹤0.01%
+1,043
5633
$62K ﹤0.01%
3,520
5634
$62K ﹤0.01%
+2,089
5635
$62K ﹤0.01%
17,212
+1,956
5636
$62K ﹤0.01%
10
-11
5637
$62K ﹤0.01%
+3,130
5638
$62K ﹤0.01%
3,280
5639
$62K ﹤0.01%
1,795
-8,368
5640
$61K ﹤0.01%
2,759
-32
5641
$61K ﹤0.01%
4,600
+534
5642
$61K ﹤0.01%
5,863
-500
5643
$61K ﹤0.01%
29,176
+100
5644
$60K ﹤0.01%
8,698
+3,559
5645
$60K ﹤0.01%
806
-988
5646
$59K ﹤0.01%
4,601
+47
5647
$59K ﹤0.01%
19,500
-13,203
5648
$58K ﹤0.01%
2,980
-1,409
5649
$58K ﹤0.01%
653
+643
5650
$58K ﹤0.01%
13,237
+4,900
224 225
226
227 228