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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5726
$44K ﹤0.01%
6,593
-151
5727
$43K ﹤0.01%
20,088
5728
$43K ﹤0.01%
1,278
-1,611
5729
$43K ﹤0.01%
2,132
-3,292
5730
$43K ﹤0.01%
2,111
+2,044
5731
$43K ﹤0.01%
7,881
+6,638
5732
$43K ﹤0.01%
1,846
+1,643
5733
$43K ﹤0.01%
8,217
-9,350
5734
$43K ﹤0.01%
1,899
-2,464
5735
$43K ﹤0.01%
18,875
+10,858
5736
$43K ﹤0.01%
1,782
+1,089
5737
$43K ﹤0.01%
14
+13
5738
$42K ﹤0.01%
674
-7,588
5739
$42K ﹤0.01%
4,444
+2,944
5740
$42K ﹤0.01%
88,522
-2,732
5741
$42K ﹤0.01%
1,523
5742
$41K ﹤0.01%
+13
5743
$41K ﹤0.01%
1,904
-3,900
5744
$41K ﹤0.01%
2,260
+1,062
5745
$41K ﹤0.01%
7,340
5746
$40K ﹤0.01%
8,237
5747
$40K ﹤0.01%
874
-656
5748
$40K ﹤0.01%
2,598
-2,044
5749
$40K ﹤0.01%
4,039
5750
$40K ﹤0.01%
+8,800
228 229
230
231 232