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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
$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
6451
– –
-7,000
6452
– –
-5,807,287
6453
– –
-597,044
6454
– –
-2,000
6455
– –
-375
6456
– –
-475
6457
– –
-1,636,855
6458
$0 ﹤0.01%
+200
6459
– –
-240,546
6460
$0 ﹤0.01%
+27
6461
– –
-248
6462
– –
-104,492
6463
– –
-300
6464
$0 ﹤0.01%
+300
6465
– –
-1,610
6466
$0 ﹤0.01%
+175
6467
– –
-10,083,222
6468
– –
-26,280
6469
– –
0
6470
– –
0
6471
$0 ﹤0.01%
10
6472
$0 ﹤0.01%
+150
6473
$0 ﹤0.01%
27
6474
– –
-4,146
6475
– –
-26,200
257 258
259
260 261