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
4026
$913K ﹤0.01%
121,878
+118,128
4027
$911K ﹤0.01%
60,626
-98,864
4028
$910K ﹤0.01%
22,365
+298
4029
$909K ﹤0.01%
16,927
+550
4030
$909K ﹤0.01%
23,130
-46,280
4031
$908K ﹤0.01%
14,430
-1,196
4032
$907K ﹤0.01%
114,094
+1,299
4033
$906K ﹤0.01%
60,127
-13,441
4034
$903K ﹤0.01%
61,385
-17,399
4035
$903K ﹤0.01%
49,123
+9,827
4036
$900K ﹤0.01%
20,020
-9,765
4037
$898K ﹤0.01%
14,050
-9,243
4038
$897K ﹤0.01%
136,001
-27,481
4039
$895K ﹤0.01%
57,645
-33,799
4040
$893K ﹤0.01%
49,613
+12,159
4041
$891K ﹤0.01%
188,402
-46,554
4042
$889K ﹤0.01%
55,774
-2,833
4043
$887K ﹤0.01%
96,711
+252
4044
$885K ﹤0.01%
59,712
-1,308
4045
$884K ﹤0.01%
45,789
-77,617
4046
$882K ﹤0.01%
56,139
-74,613
4047
$880K ﹤0.01%
38,098
-474,913
4048
$877K ﹤0.01%
48,123
+2,947
4049
$875K ﹤0.01%
36,900
+34,872
4050
$874K ﹤0.01%
34,746
+23,839
160 161
162
163 164