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
4176
$748K ﹤0.01%
2,444
+1,550
4177
$745K ﹤0.01%
63
+21
4178
$744K ﹤0.01%
20,262
-550
4179
$742K ﹤0.01%
13,888
-1,075
4180
$740K ﹤0.01%
55,943
-46,543
4181
$737K ﹤0.01%
14,520
+634
4182
$735K ﹤0.01%
66,283
+1,916
4183
$735K ﹤0.01%
54,409
+20,855
4184
$732K ﹤0.01%
89,643
+89,293
4185
$731K ﹤0.01%
309,796
+114,991
4186
$731K ﹤0.01%
82,504
+5,830
4187
$727K ﹤0.01%
52,829
-173,751
4188
$727K ﹤0.01%
39,606
-11,060
4189
$726K ﹤0.01%
56,703
-43,603
4190
$725K ﹤0.01%
27,402
+17,799
4191
$721K ﹤0.01%
28,872
+177
4192
$720K ﹤0.01%
23,859
-90,107
4193
$720K ﹤0.01%
67,388
-45,953
4194
$719K ﹤0.01%
115,980
-89,758
4195
$718K ﹤0.01%
16,656
+5,360
4196
$717K ﹤0.01%
27,866
-38,993
4197
$717K ﹤0.01%
19,892
-3,687
4198
$715K ﹤0.01%
70,522
-960
4199
$713K ﹤0.01%
103,182
-10,538
4200
$713K ﹤0.01%
73,803
+59,725
166 167
168
169 170