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
4576
$389K ﹤0.01%
2,199
+445
4577
$389K ﹤0.01%
1,505
-14,680
4578
$389K ﹤0.01%
22,721
4579
$388K ﹤0.01%
226,580
+38,267
4580
$388K ﹤0.01%
9,432
+46
4581
$387K ﹤0.01%
71,597
+22,596
4582
$387K ﹤0.01%
22,308
+12,880
4583
$387K ﹤0.01%
22,934
+7,065
4584
$386K ﹤0.01%
41,950
+3,338
4585
$386K ﹤0.01%
6,506
+655
4586
$385K ﹤0.01%
5,209
-12,506
4587
$385K ﹤0.01%
21,967
-24,404
4588
$385K ﹤0.01%
38,226
-552
4589
$384K ﹤0.01%
36,978
+11,661
4590
$384K ﹤0.01%
12,814
+3,328
4591
$384K ﹤0.01%
39,722
-877
4592
$384K ﹤0.01%
28,388
+24,685
4593
$383K ﹤0.01%
9,539
-607
4594
$383K ﹤0.01%
6,163
+4,443
4595
$383K ﹤0.01%
49,268
+34,929
4596
$382K ﹤0.01%
13,760
+12,758
4597
$381K ﹤0.01%
3,836
+3,137
4598
$380K ﹤0.01%
23,569
+2,529
4599
$380K ﹤0.01%
+40,798
4600
$379K ﹤0.01%
16,621
-86,050
182 183
184
185 186