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
$293B
AUM Growth
+$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,826
New
Increased
Reduced
Closed

Top Buys

1 +$623M
2 +$615M
3 +$448M
4
BMY icon
Bristol-Myers Squibb
BMY
+$368M
5
WFC icon
Wells Fargo
WFC
+$361M

Sector Composition

1 Technology 9.44%
2 Healthcare 8.77%
3 Financials 8.77%
4 Communication Services 7.01%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$5.62M ﹤0.01%
387,336
-21,445
2502
$5.62M ﹤0.01%
119,432
+76,650
2503
$5.61M ﹤0.01%
138,921
+13,242
2504
$5.61M ﹤0.01%
755,981
+88,636
2505
$5.57M ﹤0.01%
157,627
+20,828
2506
$5.57M ﹤0.01%
23,624
-11,485
2507
$5.55M ﹤0.01%
49,234
-12,092
2508
$5.55M ﹤0.01%
230,511
+62,200
2509
$5.54M ﹤0.01%
711,692
-53,720
2510
$5.54M ﹤0.01%
235,179
-63,106
2511
$5.54M ﹤0.01%
172,656
+1,860
2512
$5.53M ﹤0.01%
207,264
+21,126
2513
$5.51M ﹤0.01%
317,224
+65,571
2514
$5.51M ﹤0.01%
128,475
-7,333
2515
$5.5M ﹤0.01%
609,652
+127,212
2516
$5.48M ﹤0.01%
315,360
+110,387
2517
$5.47M ﹤0.01%
247,851
-3,989
2518
$5.47M ﹤0.01%
188,491
-540,474
2519
$5.46M ﹤0.01%
91,226
-66,452
2520
$5.43M ﹤0.01%
244,002
-8,893
2521
$5.43M ﹤0.01%
154,307
+5,907
2522
$5.42M ﹤0.01%
178,908
+7,826
2523
$5.42M ﹤0.01%
392,609
+27,885
2524
$5.4M ﹤0.01%
201,402
+187
2525
$5.4M ﹤0.01%
502,420
+253,452