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
5901
$22K ﹤0.01%
+6,731
5902
$22K ﹤0.01%
1,600
-200
5903
$22K ﹤0.01%
6,026
-600
5904
$21K ﹤0.01%
1,470
-47
5905
$21K ﹤0.01%
4,400
-13,200
5906
$21K ﹤0.01%
1
5907
$21K ﹤0.01%
6,055
-1,706
5908
$21K ﹤0.01%
1,203
+234
5909
$21K ﹤0.01%
1,770
+770
5910
$21K ﹤0.01%
798
5911
$21K ﹤0.01%
846
+208
5912
$21K ﹤0.01%
2,242
-90,651
5913
$21K ﹤0.01%
859
-60,854
5914
$21K ﹤0.01%
+1,313
5915
$20K ﹤0.01%
1,964
-4,523
5916
$20K ﹤0.01%
22
-1
5917
$20K ﹤0.01%
+864
5918
$20K ﹤0.01%
1,033
-414
5919
$20K ﹤0.01%
109
5920
$20K ﹤0.01%
2,000
5921
$20K ﹤0.01%
780
+758
5922
$20K ﹤0.01%
852
-700
5923
$20K ﹤0.01%
125
5924
$20K ﹤0.01%
552
-491
5925
$20K ﹤0.01%
1,200
235 236
237
238 239