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
6001
$13K ﹤0.01%
1,062
+840
6002
$13K ﹤0.01%
1,200
6003
$12K ﹤0.01%
2,000
6004
$12K ﹤0.01%
7
6005
$12K ﹤0.01%
2,526
-3,159
6006
$12K ﹤0.01%
384
+200
6007
$12K ﹤0.01%
87
-226
6008
$12K ﹤0.01%
7,650
6009
$12K ﹤0.01%
425
6010
$12K ﹤0.01%
4,200
-21,751
6011
– –
0
6012
$12K ﹤0.01%
456
+179
6013
$12K ﹤0.01%
2,500
+500
6014
$12K ﹤0.01%
2,000
+1,000
6015
$12K ﹤0.01%
3,178
6016
$12K ﹤0.01%
30,156
-7,284
6017
$12K ﹤0.01%
7,966
+7,319
6018
$12K ﹤0.01%
1,990
+1,760
6019
$11K ﹤0.01%
1,514
+1,420
6020
$11K ﹤0.01%
+3,500
6021
$11K ﹤0.01%
380
6022
$11K ﹤0.01%
5,000
-730,444
6023
$11K ﹤0.01%
2,176
-13,700
6024
$11K ﹤0.01%
2,544
6025
$11K ﹤0.01%
1,750
-300
239 240
241
242 243