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
5651
$58K ﹤0.01%
385
-47
5652
$58K ﹤0.01%
+2,650
5653
$58K ﹤0.01%
34,376
-84,629
5654
$57K ﹤0.01%
3,817
+3,088
5655
$57K ﹤0.01%
133
+40
5656
$57K ﹤0.01%
13,868
-14,784
5657
$57K ﹤0.01%
3,293
+2,700
5658
$56K ﹤0.01%
1,450
5659
$56K ﹤0.01%
2,810
-188
5660
$56K ﹤0.01%
16,005
-2,091
5661
$56K ﹤0.01%
1,563
5662
$56K ﹤0.01%
233
-265
5663
$56K ﹤0.01%
4,600
+100
5664
$55K ﹤0.01%
213
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5665
$55K ﹤0.01%
10,351
-27,938
5666
$55K ﹤0.01%
2,309
+716
5667
$54K ﹤0.01%
3,990
+3,880
5668
$54K ﹤0.01%
20,356
-751
5669
$54K ﹤0.01%
1,219
5670
$54K ﹤0.01%
1,791
5671
$54K ﹤0.01%
991
+471
5672
$53K ﹤0.01%
2,786
-5,788
5673
$53K ﹤0.01%
4,750
+4,070
5674
$53K ﹤0.01%
49,953
5675
$53K ﹤0.01%
+2,398
225 226
227
228 229