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
3876
$1.12M ﹤0.01%
45,305
+7,450
3877
$1.12M ﹤0.01%
86,738
-64,250
3878
$1.11M ﹤0.01%
53,389
+780
3879
$1.11M ﹤0.01%
48,309
-37,290
3880
$1.11M ﹤0.01%
60,305
+10,258
3881
$1.11M ﹤0.01%
80,669
+1,805
3882
$1.11M ﹤0.01%
18,092
+3,754
3883
$1.1M ﹤0.01%
62,265
+60,073
3884
$1.1M ﹤0.01%
36,495
+19,241
3885
$1.1M ﹤0.01%
83,695
+26,370
3886
$1.1M ﹤0.01%
35,085
-5,966
3887
$1.09M ﹤0.01%
85,689
+33,097
3888
$1.09M ﹤0.01%
60,097
+29,453
3889
$1.09M ﹤0.01%
65,122
+3,943
3890
$1.09M ﹤0.01%
13,244
+1,558
3891
$1.09M ﹤0.01%
62,326
+2,350
3892
$1.09M ﹤0.01%
38,385
+9,425
3893
$1.09M ﹤0.01%
237,907
+1,855
3894
$1.09M ﹤0.01%
54,579
+52,545
3895
$1.09M ﹤0.01%
30,988
-4,062
3896
$1.08M ﹤0.01%
20,731
-8,045
3897
$1.08M ﹤0.01%
315
-136
3898
$1.08M ﹤0.01%
57,794
+125
3899
$1.08M ﹤0.01%
6,732
+3,240
3900
$1.08M ﹤0.01%
67,322
-10,817
154 155
156
157 158