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
4451
$489K ﹤0.01%
34,669
-1,445
4452
$487K ﹤0.01%
20,891
-202,698
4453
$486K ﹤0.01%
15,727
+1,910
4454
$486K ﹤0.01%
12,737
+12,237
4455
$485K ﹤0.01%
46,683
+7,560
4456
$485K ﹤0.01%
48,527
+23,755
4457
$485K ﹤0.01%
52
-8
4458
$482K ﹤0.01%
189,272
+6,800
4459
$482K ﹤0.01%
7,332
+4,002
4460
$481K ﹤0.01%
42,313
+1,095
4461
$481K ﹤0.01%
19,228
-2,335,622
4462
$480K ﹤0.01%
19,538
-1,926
4463
$479K ﹤0.01%
53,443
-19,764
4464
$479K ﹤0.01%
36,590
-21,910
4465
$479K ﹤0.01%
10,562
-3,565
4466
$477K ﹤0.01%
68,582
+58,382
4467
$476K ﹤0.01%
7,634
+3,971
4468
$476K ﹤0.01%
588
-262
4469
$475K ﹤0.01%
29,505
-8,757
4470
$474K ﹤0.01%
22,624
-8,573
4471
$473K ﹤0.01%
93,791
-13,369
4472
$472K ﹤0.01%
12,626
-4,032
4473
$471K ﹤0.01%
15,496
+4,998
4474
$470K ﹤0.01%
1,874
+1,616
4475
$469K ﹤0.01%
+3,381
177 178
179
180 181