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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
6226
$4K ﹤0.01%
2,500
6227
$4K ﹤0.01%
2
+1
6228
$4K ﹤0.01%
100
6229
$4K ﹤0.01%
361
-1,170
6230
$4K ﹤0.01%
563
6231
$4K ﹤0.01%
1,000
6232
$4K ﹤0.01%
134
6233
$4K ﹤0.01%
339
6234
$4K ﹤0.01%
2,773
-262
6235
$4K ﹤0.01%
2,084
-5,943
6236
$4K ﹤0.01%
542
+392
6237
$3K ﹤0.01%
5
-18
6238
$3K ﹤0.01%
300
6239
$3K ﹤0.01%
144
+143
6240
$3K ﹤0.01%
+117
6241
$3K ﹤0.01%
369
-746
6242
$3K ﹤0.01%
+11
6243
$3K ﹤0.01%
356
6244
$3K ﹤0.01%
459
+416
6245
$3K ﹤0.01%
859
-3,058
6246
$3K ﹤0.01%
107
+66
6247
$3K ﹤0.01%
417
-43
6248
$3K ﹤0.01%
814
-44
6249
$3K ﹤0.01%
12
-2
6250
$3K ﹤0.01%
+54
248 249
250
251 252