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
3926
$1.04M ﹤0.01%
46,556
-1,939
3927
$1.04M ﹤0.01%
88,477
-288,422
3928
$1.03M ﹤0.01%
16,239
+9,327
3929
$1.03M ﹤0.01%
43,731
-8,899
3930
$1.03M ﹤0.01%
170,145
-156,200
3931
$1.03M ﹤0.01%
205,826
-94,336
3932
$1.03M ﹤0.01%
54,852
-18,040
3933
$1.03M ﹤0.01%
124,288
+32,303
3934
$1.03M ﹤0.01%
61,913
-1,776
3935
$1.03M ﹤0.01%
+352,380
3936
$1.03M ﹤0.01%
37,199
-20,955
3937
$1.02M ﹤0.01%
66,565
+2,654
3938
$1.02M ﹤0.01%
55,666
+5,308
3939
$1.02M ﹤0.01%
165,377
-34,544
3940
$1.02M ﹤0.01%
60,231
+773
3941
$1.02M ﹤0.01%
125,296
+30,792
3942
$1.02M ﹤0.01%
336,932
+51,303
3943
$1.02M ﹤0.01%
6,933
-3,533
3944
$1.02M ﹤0.01%
34,533
-44,512
3945
$1.01M ﹤0.01%
70,349
-30,609
3946
$1.01M ﹤0.01%
57,763
+27,146
3947
$1.01M ﹤0.01%
22,735
-1,081
3948
$1.01M ﹤0.01%
19,083
-28,070
3949
$1.01M ﹤0.01%
88,516
+63,302
3950
$1.01M ﹤0.01%
10,520
+4,248
156 157
158
159 160