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
4426
$509K ﹤0.01%
68,726
+10,578
4427
$509K ﹤0.01%
8,615
-940
4428
$507K ﹤0.01%
56,521
-61,363
4429
$507K ﹤0.01%
33,188
+783
4430
$506K ﹤0.01%
35,000
+461
4431
$505K ﹤0.01%
1,574
-14,363
4432
$505K ﹤0.01%
24,919
-2,380
4433
$504K ﹤0.01%
33,249
+3,719
4434
$504K ﹤0.01%
18,790
+16,069
4435
$503K ﹤0.01%
11,489
+3,320
4436
$503K ﹤0.01%
3,637
+1,205
4437
$501K ﹤0.01%
42,225
+7,868
4438
$499K ﹤0.01%
9,785
-7,851
4439
$498K ﹤0.01%
10,056
+1,680
4440
$498K ﹤0.01%
6,682
+3,154
4441
$497K ﹤0.01%
69,261
-176,124
4442
$497K ﹤0.01%
15,654
-3,976
4443
$494K ﹤0.01%
78,560
-71,661
4444
$493K ﹤0.01%
53,638
+45,995
4445
$493K ﹤0.01%
18,655
+8,823
4446
$493K ﹤0.01%
15,795
+315
4447
$493K ﹤0.01%
54
-3
4448
$492K ﹤0.01%
26,328
+3,074
4449
$491K ﹤0.01%
18,113
-4,750
4450
$489K ﹤0.01%
55,625
+9,124
176 177
178
179 180