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
3901
$1.08M ﹤0.01%
60,318
+9,629
3902
$1.07M ﹤0.01%
307,844
+11,671
3903
$1.07M ﹤0.01%
24,684
+175
3904
$1.07M ﹤0.01%
16,577
+5,833
3905
$1.07M ﹤0.01%
224,817
+16,989
3906
$1.07M ﹤0.01%
91,183
-227
3907
$1.07M ﹤0.01%
27,992
+19,941
3908
$1.07M ﹤0.01%
16,152
+1,499
3909
$1.06M ﹤0.01%
20,606
+10,170
3910
$1.06M ﹤0.01%
+43,002
3911
$1.06M ﹤0.01%
45,164
+4,839
3912
$1.06M ﹤0.01%
40,300
+8,025
3913
$1.06M ﹤0.01%
97,094
+12,916
3914
$1.06M ﹤0.01%
53,251
-51,129
3915
$1.05M ﹤0.01%
70,412
+18,558
3916
$1.05M ﹤0.01%
143,526
+77,775
3917
$1.05M ﹤0.01%
49,195
+29,170
3918
$1.05M ﹤0.01%
8,101
+4,422
3919
$1.05M ﹤0.01%
71,703
-133,984
3920
$1.04M ﹤0.01%
59,303
+14,843
3921
$1.04M ﹤0.01%
29,154
+18
3922
$1.04M ﹤0.01%
33,520
+59
3923
$1.04M ﹤0.01%
32,609
+1,353
3924
$1.04M ﹤0.01%
194,059
-35,013
3925
$1.04M ﹤0.01%
28,322
+20,325
155 156
157
158 159