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
4151
$770K ﹤0.01%
116,601
+7,534
4152
$767K ﹤0.01%
33,667
+820
4153
$767K ﹤0.01%
27,234
-2,899
4154
$767K ﹤0.01%
7,365
+3,811
4155
$767K ﹤0.01%
47,751
-43,260
4156
$764K ﹤0.01%
5,975
-5,305
4157
$763K ﹤0.01%
30,447
-14,166
4158
$763K ﹤0.01%
37,675
-7,658
4159
$761K ﹤0.01%
29,732
+3,855
4160
$760K ﹤0.01%
23,231
+10,838
4161
$760K ﹤0.01%
14,349
+6,265
4162
$760K ﹤0.01%
81,242
+74,399
4163
$759K ﹤0.01%
20,644
-111
4164
$759K ﹤0.01%
89,452
-47,862
4165
$758K ﹤0.01%
202,923
-136,685
4166
$758K ﹤0.01%
14,667
-5,325
4167
$758K ﹤0.01%
137,246
-37,128
4168
$756K ﹤0.01%
42,382
-28,547
4169
$754K ﹤0.01%
55,434
-30,114
4170
$753K ﹤0.01%
26,273
-6,203
4171
$752K ﹤0.01%
65,985
+34,656
4172
$752K ﹤0.01%
26,654
-16,227
4173
$751K ﹤0.01%
11,881
+8,731
4174
$749K ﹤0.01%
22,595
+1,899
4175
$749K ﹤0.01%
31,308
-1,230
165 166
167
168 169