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
4076
$837K ﹤0.01%
68,382
+66,301
4077
$837K ﹤0.01%
48,718
-21,033
4078
$836K ﹤0.01%
14,587
+8,256
4079
$835K ﹤0.01%
34,124
+1,089
4080
$835K ﹤0.01%
139,041
-18,764
4081
$835K ﹤0.01%
70,029
+3,540
4082
$834K ﹤0.01%
23,678
+21,311
4083
$834K ﹤0.01%
141,170
+110,129
4084
$832K ﹤0.01%
21,133
+10,549
4085
$829K ﹤0.01%
175,925
-6,317
4086
$827K ﹤0.01%
2,846
-1,123
4087
$827K ﹤0.01%
71,420
-30,829
4088
$827K ﹤0.01%
56,683
-220,468
4089
$826K ﹤0.01%
27,433
+10
4090
$822K ﹤0.01%
33,133
+27,688
4091
$822K ﹤0.01%
15,390
-9,228
4092
$821K ﹤0.01%
17,738
-77,249
4093
$821K ﹤0.01%
84,256
-8,050
4094
$821K ﹤0.01%
154,697
-83,233
4095
$820K ﹤0.01%
31,933
+2,300
4096
$819K ﹤0.01%
54,645
+2,523
4097
$819K ﹤0.01%
15,280
-4,032
4098
$818K ﹤0.01%
302,859
+209,967
4099
$818K ﹤0.01%
19,786
+1,175
4100
$817K ﹤0.01%
26,008
+5,214
162 163
164
165 166