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
5826
$29K ﹤0.01%
2,467
-2,987
5827
$29K ﹤0.01%
3,635
-215
5828
$29K ﹤0.01%
314
-133
5829
$29K ﹤0.01%
927
-1,338
5830
$29K ﹤0.01%
+2
5831
$29K ﹤0.01%
+2,087
5832
$28K ﹤0.01%
1,955
+400
5833
$28K ﹤0.01%
+1
5834
$28K ﹤0.01%
1,002
-400
5835
$28K ﹤0.01%
16,370
+11,669
5836
$28K ﹤0.01%
16,188
-19,393
5837
$28K ﹤0.01%
1,249
+143
5838
$28K ﹤0.01%
52
5839
$27K ﹤0.01%
9,895
-3,886
5840
$27K ﹤0.01%
+4,100
5841
$27K ﹤0.01%
1,031
5842
$27K ﹤0.01%
49
5843
$27K ﹤0.01%
+1,500
5844
$27K ﹤0.01%
13,520
-100
5845
$27K ﹤0.01%
2,140
+290
5846
$27K ﹤0.01%
6,000
5847
$26K ﹤0.01%
400
+167
5848
$26K ﹤0.01%
5,212
+1,411
5849
$26K ﹤0.01%
43
-8
5850
$26K ﹤0.01%
58
+43
232 233
234
235 236