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
4051
$874K ﹤0.01%
14,524
+3,403
4052
$874K ﹤0.01%
186,048
-20,202
4053
$872K ﹤0.01%
10,740
-8,717
4054
$868K ﹤0.01%
51,605
-153,260
4055
$865K ﹤0.01%
127,254
-6,686
4056
$865K ﹤0.01%
14,474
+5,162
4057
$865K ﹤0.01%
51,524
+4,378
4058
$864K ﹤0.01%
65,623
+48,120
4059
$863K ﹤0.01%
50,448
+23,861
4060
$863K ﹤0.01%
37,827
+22,169
4061
$858K ﹤0.01%
9,837
+6,900
4062
$856K ﹤0.01%
11,039
-6,001
4063
$855K ﹤0.01%
26,711
+5,321
4064
$854K ﹤0.01%
26,934
+22,204
4065
$851K ﹤0.01%
26,813
-1,156
4066
$850K ﹤0.01%
48,948
+31,257
4067
$848K ﹤0.01%
33,815
-29,178
4068
$846K ﹤0.01%
101,831
+92,528
4069
$845K ﹤0.01%
44,100
+24,900
4070
$844K ﹤0.01%
53,126
+5,065
4071
$842K ﹤0.01%
11,844
-1,088
4072
$842K ﹤0.01%
74,287
+54,512
4073
$839K ﹤0.01%
31,143
+2,728
4074
$838K ﹤0.01%
47,551
+29,141
4075
$838K ﹤0.01%
48,214
+46,300
161 162
163
164 165