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
2376
$10.4M ﹤0.01%
576,228
+139,003
2377
$10.4M ﹤0.01%
346,285
+3,981
2378
$10.4M ﹤0.01%
587,075
+58,984
2379
$10.4M ﹤0.01%
9,690
+2,896
2380
$10.4M ﹤0.01%
734,817
+631,099
2381
$10.4M ﹤0.01%
1,333,385
-375,815
2382
$10.4M ﹤0.01%
1,122,158
-152,921
2383
$10.3M ﹤0.01%
182,855
+66,188
2384
$10.3M ﹤0.01%
915,781
+273,574
2385
$10.3M ﹤0.01%
213,199
+4,143
2386
$10.3M ﹤0.01%
127,357
+87,377
2387
$10.3M ﹤0.01%
510,146
+231,642
2388
$10.3M ﹤0.01%
272,590
+215,120
2389
$10.3M ﹤0.01%
2,833,021
+4,052
2390
$10.3M ﹤0.01%
522,111
-73,101
2391
$10.3M ﹤0.01%
1,099,522
+517,857
2392
$10.3M ﹤0.01%
785,308
+387,549
2393
$10.2M ﹤0.01%
254,748
+94,296
2394
$10.2M ﹤0.01%
540,576
+32,760
2395
$10.2M ﹤0.01%
196,846
+178,176
2396
$10.2M ﹤0.01%
685,325
+240,244
2397
$10.2M ﹤0.01%
746,484
-207,418
2398
$10.2M ﹤0.01%
527,758
-26,157
2399
$10.2M ﹤0.01%
957,291
+116,508
2400
$10.1M ﹤0.01%
3,209,327
+56,457
94 95
96
97 98