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
4226
$687K ﹤0.01%
2,210
-13,441
4227
$686K ﹤0.01%
36,497
-1,371
4228
$686K ﹤0.01%
45,557
-79,509
4229
$684K ﹤0.01%
26,611
-10,897
4230
$682K ﹤0.01%
29,452
-471,346
4231
$681K ﹤0.01%
98,592
+74,145
4232
$681K ﹤0.01%
9,374
-11,957
4233
$680K ﹤0.01%
49,102
-77,428
4234
$680K ﹤0.01%
18,630
-90,755
4235
$678K ﹤0.01%
38,053
-23,601
4236
$678K ﹤0.01%
7,298
+2,329
4237
$677K ﹤0.01%
14,461
+375
4238
$676K ﹤0.01%
48,915
+6,703
4239
$676K ﹤0.01%
21,105
+3,995
4240
$675K ﹤0.01%
26,854
-18,790
4241
$675K ﹤0.01%
30,531
+4,249
4242
$673K ﹤0.01%
29,269
-19,034
4243
$672K ﹤0.01%
52,472
-22,608
4244
$672K ﹤0.01%
58,402
-70,987
4245
$668K ﹤0.01%
91,762
-1,383,847
4246
$668K ﹤0.01%
21,825
+2,219
4247
$668K ﹤0.01%
40,625
-31,755
4248
$667K ﹤0.01%
54,121
+51,173
4249
$667K ﹤0.01%
59,832
+16,141
4250
$667K ﹤0.01%
26,770
-626
168 169
170
171 172