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
4276
$646K ﹤0.01%
42,938
-7,088
4277
$643K ﹤0.01%
72,744
+43,553
4278
$643K ﹤0.01%
15,183
-13,925
4279
$642K ﹤0.01%
25,583
-1,837
4280
$639K ﹤0.01%
13,284
+656
4281
$638K ﹤0.01%
24,289
+3,052
4282
$637K ﹤0.01%
47,313
-17,219
4283
$637K ﹤0.01%
42,076
+41,032
4284
$637K ﹤0.01%
41,622
-15,865
4285
$636K ﹤0.01%
5,645
-4,178
4286
$636K ﹤0.01%
41,721
+11,147
4287
$635K ﹤0.01%
35,116
+3,650
4288
$634K ﹤0.01%
919
+112
4289
$633K ﹤0.01%
37,295
+13,903
4290
$632K ﹤0.01%
37,020
-868,536
4291
$632K ﹤0.01%
10,557
+641
4292
$631K ﹤0.01%
43,386
-1,434
4293
$631K ﹤0.01%
27,390
-45,482
4294
$631K ﹤0.01%
44,477
-56,244
4295
$630K ﹤0.01%
66,386
+12,371
4296
$630K ﹤0.01%
184,263
-16,077
4297
$629K ﹤0.01%
30,685
+17,399
4298
$629K ﹤0.01%
34,418
+4,415
4299
$629K ﹤0.01%
24,664
+52
4300
$628K ﹤0.01%
56,405
+6,486
170 171
172
173 174