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
$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
6051
$11K ﹤0.01%
487
+300
6052
$10K ﹤0.01%
57
-14
6053
$10K ﹤0.01%
+458
6054
$10K ﹤0.01%
1,042
+431
6055
$10K ﹤0.01%
550
+45
6056
$10K ﹤0.01%
2,500
-501
6057
$10K ﹤0.01%
500
6058
$10K ﹤0.01%
511
-2
6059
$10K ﹤0.01%
675
6060
$10K ﹤0.01%
2,700
+1,900
6061
$10K ﹤0.01%
1,508
-31,111
6062
$10K ﹤0.01%
7,850
6063
$10K ﹤0.01%
886
6064
$10K ﹤0.01%
2,457
+1,256
6065
$10K ﹤0.01%
116
6066
$10K ﹤0.01%
331
6067
$10K ﹤0.01%
400
+200
6068
$10K ﹤0.01%
281
+21
6069
$10K ﹤0.01%
2,000
+1,965
6070
$10K ﹤0.01%
362
6071
$10K ﹤0.01%
1,224
+70
6072
$10K ﹤0.01%
348
6073
$10K ﹤0.01%
1,000
6074
$10K ﹤0.01%
302
6075
$10K ﹤0.01%
826
-4
241 242
243
244 245