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
4351
$577K ﹤0.01%
77,676
-9,559
4352
$576K ﹤0.01%
29,053
+26,628
4353
$575K ﹤0.01%
1,957
+1,502
4354
$575K ﹤0.01%
20,136
+3,320
4355
$575K ﹤0.01%
27,553
-33,535
4356
$575K ﹤0.01%
33,684
+3,049
4357
$574K ﹤0.01%
10,610
-18,737
4358
$573K ﹤0.01%
16,147
-63,144
4359
$573K ﹤0.01%
42,676
-177
4360
$572K ﹤0.01%
38,156
+4,006
4361
$569K ﹤0.01%
25,400
+1,311
4362
$569K ﹤0.01%
7,449
-153
4363
$569K ﹤0.01%
44,685
-14,871
4364
$568K ﹤0.01%
15,482
+5,157
4365
$568K ﹤0.01%
24,963
-1,859
4366
$567K ﹤0.01%
26,823
+9,000
4367
$567K ﹤0.01%
76,726
-6,321
4368
$566K ﹤0.01%
11,923
-92,653
4369
$566K ﹤0.01%
32,938
-3,431
4370
$565K ﹤0.01%
22,460
+19,209
4371
$564K ﹤0.01%
53,411
-23,227
4372
$562K ﹤0.01%
17,382
+11,505
4373
$561K ﹤0.01%
5,788
-4,200
4374
$559K ﹤0.01%
23,218
-49,562
4375
$559K ﹤0.01%
+25,758
173 174
175
176 177