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
4251
$667K ﹤0.01%
307,400
+43,800
4252
$666K ﹤0.01%
25,079
+14,026
4253
$666K ﹤0.01%
125,909
-17,150
4254
$666K ﹤0.01%
242,273
+85,337
4255
$665K ﹤0.01%
22,621
+6,803
4256
– –
0
4257
$664K ﹤0.01%
13,631
+12,971
4258
$663K ﹤0.01%
40,788
-24,294
4259
$663K ﹤0.01%
78,282
-128,859
4260
$661K ﹤0.01%
16,614
+15,614
4261
$656K ﹤0.01%
65,908
-24,814
4262
$652K ﹤0.01%
7,127
+4,820
4263
$652K ﹤0.01%
36,384
+18,444
4264
$651K ﹤0.01%
23,161
-10,191
4265
$651K ﹤0.01%
35,024
-128,087
4266
$651K ﹤0.01%
84,497
+83,167
4267
$650K ﹤0.01%
28,971
+11,273
4268
$650K ﹤0.01%
61,470
-34,129
4269
$649K ﹤0.01%
8,486
-513
4270
$649K ﹤0.01%
70,524
+995
4271
$648K ﹤0.01%
16,127
+4,871
4272
$648K ﹤0.01%
19,686
+5,435
4273
$647K ﹤0.01%
29,610
+11,931
4274
$647K ﹤0.01%
46,784
+1,510
4275
$646K ﹤0.01%
83,858
+17,779
169 170
171
172 173