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
5926
$20K ﹤0.01%
8,922
+4,576
5927
$20K ﹤0.01%
825
-513
5928
$19K ﹤0.01%
4,093
+3,404
5929
$19K ﹤0.01%
1,080
-41
5930
$19K ﹤0.01%
1,127
-1,890
5931
$19K ﹤0.01%
919
-286
5932
$19K ﹤0.01%
6,400
+100
5933
$19K ﹤0.01%
161
+104
5934
$19K ﹤0.01%
3,592
+3,390
5935
$19K ﹤0.01%
2,304
-300
5936
$19K ﹤0.01%
977
5937
$19K ﹤0.01%
884
-567
5938
$18K ﹤0.01%
235
-121
5939
$18K ﹤0.01%
518
+433
5940
$18K ﹤0.01%
479
-3,048
5941
$18K ﹤0.01%
553
-38
5942
$17K ﹤0.01%
17,250
+375
5943
$17K ﹤0.01%
890
+236
5944
$17K ﹤0.01%
+1,574
5945
$17K ﹤0.01%
1,622
-1,270
5946
$17K ﹤0.01%
4,400
5947
$17K ﹤0.01%
3,600
5948
$17K ﹤0.01%
+300
5949
$17K ﹤0.01%
1,660
-25
5950
$17K ﹤0.01%
400
236 237
238
239 240