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
4376
$558K ﹤0.01%
15,640
+12,519
4377
$558K ﹤0.01%
119,462
-178,688
4378
$555K ﹤0.01%
49,787
+6,054
4379
$555K ﹤0.01%
17,174
+16,780
4380
$554K ﹤0.01%
15,965
+10,385
4381
$553K ﹤0.01%
230,370
+5,177
4382
$553K ﹤0.01%
155,050
+65,299
4383
$551K ﹤0.01%
39,677
+1,500
4384
$549K ﹤0.01%
110,915
+29,029
4385
$549K ﹤0.01%
15,240
+1,204
4386
$548K ﹤0.01%
2,669
-185
4387
$547K ﹤0.01%
24,570
-64,680
4388
$546K ﹤0.01%
43,238
-28,786
4389
$544K ﹤0.01%
212,374
-8,200
4390
$544K ﹤0.01%
7,197
-13,161
4391
$539K ﹤0.01%
28,644
+1,954
4392
$538K ﹤0.01%
66,318
-3,758
4393
$536K ﹤0.01%
36,242
+25,716
4394
$536K ﹤0.01%
35,210
-11,537
4395
$536K ﹤0.01%
2,684
-7,926
4396
$534K ﹤0.01%
183,556
-2,248
4397
$533K ﹤0.01%
17,975
+6,936
4398
$533K ﹤0.01%
19,605
+1,093
4399
$533K ﹤0.01%
22,472
+3,943
4400
$532K ﹤0.01%
37,840
+1,933
174 175
176
177 178