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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
$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
5876
$24K ﹤0.01%
2,409
+1,820
5877
$24K ﹤0.01%
3,052
-10,315
5878
$24K ﹤0.01%
29,061
-40,095
5879
$24K ﹤0.01%
3,000
5880
$24K ﹤0.01%
400
5881
$24K ﹤0.01%
495
5882
$24K ﹤0.01%
+1,372
5883
$23K ﹤0.01%
2,825
+1,126
5884
$23K ﹤0.01%
4,604
-1
5885
$23K ﹤0.01%
23,921
5886
$23K ﹤0.01%
2,425
5887
$23K ﹤0.01%
18,409
+10,203
5888
$23K ﹤0.01%
630
+200
5889
$23K ﹤0.01%
1,300
-5
5890
$23K ﹤0.01%
+12,935
5891
$22K ﹤0.01%
580
+100
5892
$22K ﹤0.01%
6,103
+3,050
5893
$22K ﹤0.01%
750
5894
$22K ﹤0.01%
894
+660
5895
$22K ﹤0.01%
1,384
5896
$22K ﹤0.01%
15,261
-13
5897
$22K ﹤0.01%
529
5898
$22K ﹤0.01%
987
5899
$22K ﹤0.01%
2,889
-696
5900
$22K ﹤0.01%
1,044
234 235
236
237 238