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
4201
$709K ﹤0.01%
65,185
-3,820
4202
$708K ﹤0.01%
115,788
-603,526
4203
$708K ﹤0.01%
23,473
+5,319
4204
$706K ﹤0.01%
90,823
-18,321
4205
$706K ﹤0.01%
11,868
+8,483
4206
$704K ﹤0.01%
48,449
-17,518
4207
$704K ﹤0.01%
39,897
-6,575
4208
$704K ﹤0.01%
157,126
+155,720
4209
$703K ﹤0.01%
20,643
+557
4210
$703K ﹤0.01%
9,065
+6,952
4211
$701K ﹤0.01%
28,122
-9,924
4212
$700K ﹤0.01%
45,486
-915
4213
$697K ﹤0.01%
15,276
-11,913
4214
$696K ﹤0.01%
62,571
-41,380
4215
$696K ﹤0.01%
21,472
-1,122
4216
$695K ﹤0.01%
14,088
-607
4217
$694K ﹤0.01%
36,496
-20,728
4218
$692K ﹤0.01%
60,055
-3,804
4219
$692K ﹤0.01%
13,552
+313
4220
$691K ﹤0.01%
106,495
+79,996
4221
$690K ﹤0.01%
26,937
+26,823
4222
$690K ﹤0.01%
59,591
-16,497
4223
$689K ﹤0.01%
12,525
-2,383
4224
$688K ﹤0.01%
77,550
+76,491
4225
$688K ﹤0.01%
119,496
-60,423
167 168
169
170 171