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
2226
$11.7M ﹤0.01%
354,380
+90,765
2227
$11.7M ﹤0.01%
253,100
+1,768
2228
$11.6M ﹤0.01%
713,672
+619,550
2229
$11.6M ﹤0.01%
2,064,701
-7,142,088
2230
$11.6M ﹤0.01%
569,749
+371,318
2231
$11.6M ﹤0.01%
46,378
+9,487
2232
$11.6M ﹤0.01%
156,959
+18,507
2233
$11.6M ﹤0.01%
332,239
+19,982
2234
$11.6M ﹤0.01%
93,204
+24,148
2235
$11.6M ﹤0.01%
244,284
+29,172
2236
$11.6M ﹤0.01%
381,260
+243,330
2237
$11.6M ﹤0.01%
604,295
-43,183
2238
$11.6M ﹤0.01%
180,139
+14,012
2239
$11.6M ﹤0.01%
539,913
-3,359
2240
$11.6M ﹤0.01%
427,465
-53,572
2241
$11.6M ﹤0.01%
196,606
+134,160
2242
$11.6M ﹤0.01%
434,145
+83,007
2243
$11.6M ﹤0.01%
591,458
+383,992
2244
$11.5M ﹤0.01%
630,229
-73,317
2245
$11.5M ﹤0.01%
706,234
-6,852
2246
$11.5M ﹤0.01%
211,145
+7,791
2247
$11.5M ﹤0.01%
143,805
+49,192
2248
$11.5M ﹤0.01%
219,829
+53,953
2249
$11.5M ﹤0.01%
415,861
+397,767
2250
$11.5M ﹤0.01%
429,297
-5,942
88 89
90
91 92