We are live on ! Find out more
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
$430B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$914M
2
+$823M
3
+$687M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$647M
5
T icon
AT&T
T
+$636M

Top Sells

1
+$1.24B
2
+$951M
3
+$879M
4
GLD icon
SPDR Gold Trust
GLD
+$558M
5
BPL
Buckeye Partners, L.P.
BPL
+$505M

Sector Composition

1 Technology 15.05%
2 Healthcare 10.24%
3 Financials 9.62%
4 Communication Services 7.72%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5826
$29K ﹤0.01%
4,520
+2,048
5827
$29K ﹤0.01%
6,550
-12,163
5828
$29K ﹤0.01%
1,993
-404
5829
$28K ﹤0.01%
1,000
5830
$28K ﹤0.01%
691
-440
5831
$28K ﹤0.01%
1,622
5832
$28K ﹤0.01%
610
5833
$28K ﹤0.01%
871
+29
5834
$28K ﹤0.01%
762
5835
$28K ﹤0.01%
+3,504
5836
$28K ﹤0.01%
1,131
5837
$28K ﹤0.01%
796
5838
$27K ﹤0.01%
312
+5
5839
$27K ﹤0.01%
321
-8
5840
$27K ﹤0.01%
3,006
+2,971
5841
$27K ﹤0.01%
56,411
-97,626
5842
$27K ﹤0.01%
1,728
-62
5843
$27K ﹤0.01%
3,694
-2,420
5844
$27K ﹤0.01%
41
-66
5845
$27K ﹤0.01%
835
5846
$27K ﹤0.01%
6,912
-4,800
5847
$27K ﹤0.01%
1,270
-40
5848
$27K ﹤0.01%
6,737
+255
5849
$27K ﹤0.01%
14,466
-918
5850
$27K ﹤0.01%
+168
232 233
234
235 236