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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
4476
$469K ﹤0.01%
109,303
-38,983
4477
$468K ﹤0.01%
150,518
-209,623
4478
$468K ﹤0.01%
60,442
+32,771
4479
$467K ﹤0.01%
20,113
-2,744
4480
$466K ﹤0.01%
32,700
-51,625
4481
$465K ﹤0.01%
16,595
+520
4482
$464K ﹤0.01%
134,715
+34,862
4483
$463K ﹤0.01%
31,382
-49,238
4484
$462K ﹤0.01%
42,104
-39,355
4485
$462K ﹤0.01%
24,467
+9,764
4486
$462K ﹤0.01%
24,780
-8,839
4487
$461K ﹤0.01%
9,113
+4,363
4488
$460K ﹤0.01%
52,520
+3,180
4489
$460K ﹤0.01%
21,985
-201
4490
$457K ﹤0.01%
28,024
-8,893
4491
$457K ﹤0.01%
14,130
+2,598
4492
$457K ﹤0.01%
12,531
-3,439
4493
$456K ﹤0.01%
31,177
+14,966
4494
$456K ﹤0.01%
19,166
+600
4495
$456K ﹤0.01%
9,385
-25,272
4496
$456K ﹤0.01%
8,919
-4,444
4497
$453K ﹤0.01%
41,467
+10,510
4498
$453K ﹤0.01%
17,300
+1,653
4499
$453K ﹤0.01%
7,335
-554
4500
$451K ﹤0.01%
24,864
+3,603
178 179
180
181 182