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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
6026
$12K ﹤0.01%
2,047
6027
$12K ﹤0.01%
2,516
-132
6028
$12K ﹤0.01%
1,407
+198
6029
$12K ﹤0.01%
1,136
-910
6030
$12K ﹤0.01%
1,040
6031
$12K ﹤0.01%
+450
6032
$12K ﹤0.01%
1,155
+117
6033
$12K ﹤0.01%
1,145
+818
6034
$12K ﹤0.01%
79
+47
6035
$12K ﹤0.01%
608
+110
6036
$12K ﹤0.01%
1,186
+120
6037
$12K ﹤0.01%
1,150
+680
6038
$12K ﹤0.01%
1,350
-193
6039
$11K ﹤0.01%
369
6040
$11K ﹤0.01%
594
6041
$11K ﹤0.01%
5,350
-24,235
6042
$11K ﹤0.01%
6,152
-19,770
6043
$11K ﹤0.01%
487
+300
6044
$11K ﹤0.01%
180
-19
6045
$11K ﹤0.01%
5,648
-155
6046
$11K ﹤0.01%
636
6047
$11K ﹤0.01%
173
6048
$11K ﹤0.01%
289
6049
$11K ﹤0.01%
+82
6050
$11K ﹤0.01%
1,078
+21
240 241
242
243 244