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
4301
$628K ﹤0.01%
115,758
-2,029
4302
$627K ﹤0.01%
18,887
-223,343
4303
$627K ﹤0.01%
38,718
-15,957
4304
$627K ﹤0.01%
41,395
+14,386
4305
$627K ﹤0.01%
173,699
-87,019
4306
$626K ﹤0.01%
39,831
+525
4307
$623K ﹤0.01%
46,231
+14,605
4308
$622K ﹤0.01%
70,064
-85,256
4309
$619K ﹤0.01%
40,245
+27
4310
$617K ﹤0.01%
103,521
-11,905
4311
$617K ﹤0.01%
9,339
+596
4312
$616K ﹤0.01%
5,504
+4,459
4313
$614K ﹤0.01%
25,856
-14,233
4314
$613K ﹤0.01%
34,995
-6,722
4315
$613K ﹤0.01%
5,147
+242
4316
$613K ﹤0.01%
12,833
-11,539
4317
$613K ﹤0.01%
+26,113
4318
$613K ﹤0.01%
41,470
+10,379
4319
$613K ﹤0.01%
24,812
-855
4320
$611K ﹤0.01%
57,737
-9,475
4321
$608K ﹤0.01%
31,046
+2,770
4322
$604K ﹤0.01%
23,620
+8,114
4323
$602K ﹤0.01%
12,498
-30,790
4324
$601K ﹤0.01%
13,670
-35,693
4325
$601K ﹤0.01%
157,800
+121,600
171 172
173
174 175