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
6751
$0 ﹤0.01%
15
-4
6752
– –
-113
6753
– –
-229
6754
$0 ﹤0.01%
50
-2,330
6755
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6756
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-1
6757
$0 ﹤0.01%
25
6758
$0 ﹤0.01%
3
6759
– –
-10,000
6760
$0 ﹤0.01%
38
-3
6761
$0 ﹤0.01%
16
6762
– –
-25
6763
– –
-100
6764
$0 ﹤0.01%
19
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6765
$0 ﹤0.01%
+232
6766
– –
-5,076
6767
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-470,695
6768
– –
-4
6769
– –
-1,381,321
6770
– –
-322,392
6771
– –
-324,391
6772
– –
-15,990
6773
– –
-1,038
6774
– –
-15,258
6775
– –
-48,569
268 269 270
271
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