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
4126
$794K ﹤0.01%
51,534
+44,436
4127
$794K ﹤0.01%
6,939
-495
4128
$791K ﹤0.01%
22,602
+4,354
4129
$789K ﹤0.01%
44,698
+29,378
4130
$788K ﹤0.01%
62,029
-44,284
4131
$787K ﹤0.01%
+26,333
4132
$787K ﹤0.01%
33,690
+11,263
4133
$786K ﹤0.01%
23,111
-11,373
4134
$785K ﹤0.01%
386,500
-94,551
4135
$784K ﹤0.01%
3,191
+1,430
4136
$784K ﹤0.01%
1,362
-872
4137
$783K ﹤0.01%
21,951
+9,351
4138
$782K ﹤0.01%
31,817
-7,013
4139
$781K ﹤0.01%
11,527
-2,403
4140
$779K ﹤0.01%
19,522
+7,505
4141
$779K ﹤0.01%
6,939
+1,423
4142
$777K ﹤0.01%
41,596
+3,211
4143
$777K ﹤0.01%
192,389
+8,377
4144
$776K ﹤0.01%
59,749
+16,135
4145
$776K ﹤0.01%
29,846
+194
4146
$775K ﹤0.01%
23,025
-2,168
4147
$775K ﹤0.01%
30,748
+6,772
4148
$774K ﹤0.01%
17,249
+4,336
4149
$773K ﹤0.01%
37,174
-127,257
4150
$773K ﹤0.01%
29,545
-608
164 165
166
167 168