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
4526
$428K ﹤0.01%
67,536
+43,884
4527
$428K ﹤0.01%
20,628
-478
4528
$428K ﹤0.01%
8,427
+16
4529
$428K ﹤0.01%
473,067
-15,479
4530
$427K ﹤0.01%
+66,148
4531
$427K ﹤0.01%
170,832
-80,859
4532
$426K ﹤0.01%
61,136
-8,033
4533
$425K ﹤0.01%
16,531
-359
4534
$424K ﹤0.01%
26,017
-8,163
4535
$423K ﹤0.01%
35,894
-1,213
4536
$422K ﹤0.01%
28,421
-8,247
4537
$421K ﹤0.01%
+35,349
4538
$419K ﹤0.01%
35,482
+15,180
4539
$418K ﹤0.01%
48,578
+555
4540
$417K ﹤0.01%
9,417
-11,875
4541
$416K ﹤0.01%
28,767
+7,783
4542
$415K ﹤0.01%
44,300
+9,043
4543
$415K ﹤0.01%
5,212
-61
4544
$414K ﹤0.01%
11,260
+8,536
4545
$413K ﹤0.01%
10,999
-650
4546
$411K ﹤0.01%
15,610
+8,567
4547
$409K ﹤0.01%
27,932
+3,502
4548
$409K ﹤0.01%
10,867
+7,877
4549
$409K ﹤0.01%
22,315
+8,995
4550
$406K ﹤0.01%
95,206
-111,299
180 181
182
183 184