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

Top Sells

1
+$791M
2
+$736M
3
+$501M
4
MDLZ icon
Mondelez International
MDLZ
+$492M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$391M

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
3801
$1.24M ﹤0.01%
85,954
-3,160
3802
$1.24M ﹤0.01%
69,904
+16,281
3803
$1.24M ﹤0.01%
149,490
-9,281
3804
$1.24M ﹤0.01%
83,632
-17,623
3805
$1.24M ﹤0.01%
45,048
+915
3806
$1.23M ﹤0.01%
293,708
-8,399
3807
$1.23M ﹤0.01%
181,593
+127,455
3808
$1.23M ﹤0.01%
35,725
-1,929
3809
$1.23M ﹤0.01%
20,273
-293
3810
$1.23M ﹤0.01%
89,507
+15,424
3811
$1.22M ﹤0.01%
22,964
-368,408
3812
$1.22M ﹤0.01%
67,915
-8,017
3813
$1.22M ﹤0.01%
84,991
+43,193
3814
$1.22M ﹤0.01%
63,101
+9,464
3815
$1.22M ﹤0.01%
169,164
-311,231
3816
$1.22M ﹤0.01%
671,786
-401,592
3817
$1.22M ﹤0.01%
41,897
+22,350
3818
$1.21M ﹤0.01%
70,453
+13,860
3819
$1.21M ﹤0.01%
14,210
-20,927
3820
$1.21M ﹤0.01%
64,604
+12,796
3821
$1.21M ﹤0.01%
143,675
-23,229
3822
$1.21M ﹤0.01%
80,630
-55,349
3823
$1.21M ﹤0.01%
42,829
+34,125
3824
$1.2M ﹤0.01%
29,912
+751
3825
$1.2M ﹤0.01%
108,146
-2,335
151 152
153
154 155