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
3826
$1.2M ﹤0.01%
68,310
+38,921
3827
$1.2M ﹤0.01%
95,238
-11,831
3828
$1.2M ﹤0.01%
45,999
+11,763
3829
$1.2M ﹤0.01%
85,306
-20,297
3830
$1.2M ﹤0.01%
230,183
-85,035
3831
$1.2M ﹤0.01%
267,539
-165,292
3832
$1.19M ﹤0.01%
24,551
-500
3833
$1.19M ﹤0.01%
326,538
-427,244
3834
$1.19M ﹤0.01%
29,303
-6,293
3835
$1.19M ﹤0.01%
48,499
+9,343
3836
$1.19M ﹤0.01%
89,041
-338,239
3837
$1.18M ﹤0.01%
32,365
-3,024
3838
$1.18M ﹤0.01%
11,143
+5,672
3839
$1.18M ﹤0.01%
70,020
+15,290
3840
$1.18M ﹤0.01%
97,809
+31,183
3841
$1.18M ﹤0.01%
46,170
+1,024
3842
$1.18M ﹤0.01%
131,016
+53,657
3843
$1.17M ﹤0.01%
32,804
-2,357
3844
$1.17M ﹤0.01%
124,450
-87,146
3845
$1.17M ﹤0.01%
26,030
-4,604
3846
$1.17M ﹤0.01%
115,749
-4,519
3847
$1.17M ﹤0.01%
17,733
+7,609
3848
$1.17M ﹤0.01%
48,395
+35,759
3849
$1.17M ﹤0.01%
101,884
+22,325
3850
$1.17M ﹤0.01%
27,264
-3,774
152 153
154
155 156