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
5701
$48K ﹤0.01%
+8,673
5702
$48K ﹤0.01%
2,148
-8
5703
$47K ﹤0.01%
1,663
+200
5704
$47K ﹤0.01%
6,064
-3,984
5705
$47K ﹤0.01%
4,504
-1,511
5706
$47K ﹤0.01%
325
5707
$47K ﹤0.01%
2,800
+1,800
5708
$46K ﹤0.01%
11
-55
5709
$46K ﹤0.01%
+1,900
5710
$46K ﹤0.01%
800
5711
$46K ﹤0.01%
5,920
-2,916
5712
$46K ﹤0.01%
1,326
+841
5713
$45K ﹤0.01%
49
+5
5714
$45K ﹤0.01%
3,500
-100
5715
$45K ﹤0.01%
15,196
-7,754
5716
$45K ﹤0.01%
3,596
-261,635
5717
$45K ﹤0.01%
12,287
-12,837
5718
$45K ﹤0.01%
747
+500
5719
$45K ﹤0.01%
8,560
+4,500
5720
$45K ﹤0.01%
2,289
+2,017
5721
$45K ﹤0.01%
9,771
+1,377
5722
$44K ﹤0.01%
2,100
+500
5723
$44K ﹤0.01%
+8,550
5724
$44K ﹤0.01%
5,992
-16,517
5725
$44K ﹤0.01%
12,841
-5,016
227 228
229
230 231