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
3951
$1.01M ﹤0.01%
2,916
-2,838
3952
$1.01M ﹤0.01%
16,542
-1,465
3953
$1.01M ﹤0.01%
253,827
+146,792
3954
$1.01M ﹤0.01%
92,264
+53,004
3955
$1M ﹤0.01%
97,299
-53,644
3956
$1M ﹤0.01%
24,336
+11,677
3957
$1M ﹤0.01%
63,634
-2,614
3958
$1M ﹤0.01%
44,089
-45
3959
$999K ﹤0.01%
102,225
+3,035
3960
$997K ﹤0.01%
32,431
-19,202
3961
$997K ﹤0.01%
109,689
-5,356
3962
$996K ﹤0.01%
45,924
-1,521
3963
$994K ﹤0.01%
85,333
-835
3964
$993K ﹤0.01%
21,577
-50,211
3965
$992K ﹤0.01%
64,469
+949
3966
$991K ﹤0.01%
57,321
-467,906
3967
$990K ﹤0.01%
124,170
-216,881
3968
$989K ﹤0.01%
35,726
-265
3969
$989K ﹤0.01%
212,800
+204,777
3970
$988K ﹤0.01%
37,661
+29,010
3971
$987K ﹤0.01%
61,335
+7,553
3972
$987K ﹤0.01%
27,250
-5,547
3973
$985K ﹤0.01%
318,799
-1,106
3974
$985K ﹤0.01%
97,365
-56,474
3975
$984K ﹤0.01%
40,110
+28,082
157 158
159
160 161