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
4626
$362K ﹤0.01%
351,900
+82,625
4627
$361K ﹤0.01%
256,372
-3,786
4628
$361K ﹤0.01%
34,103
+489
4629
$361K ﹤0.01%
21,384
-2,402
4630
– –
0
4631
$360K ﹤0.01%
3,504
-2,689
4632
$360K ﹤0.01%
10,024
-25
4633
$359K ﹤0.01%
18,101
+3,801
4634
$358K ﹤0.01%
3,686
+547
4635
$358K ﹤0.01%
64,477
-1,090
4636
$357K ﹤0.01%
17,915
+13,520
4637
$355K ﹤0.01%
4,487
+11
4638
$355K ﹤0.01%
112,406
+110,619
4639
$354K ﹤0.01%
83,450
+34,365
4640
$354K ﹤0.01%
5,359
+3,132
4641
$354K ﹤0.01%
17,253
+11,125
4642
$353K ﹤0.01%
23,773
-1,870
4643
$351K ﹤0.01%
50,878
-8,271
4644
$350K ﹤0.01%
15,194
+2,014
4645
$350K ﹤0.01%
30,180
+6,803
4646
$350K ﹤0.01%
11,018
+1,884
4647
$349K ﹤0.01%
63,583
-23,777
4648
$349K ﹤0.01%
21,428
-8,372
4649
$349K ﹤0.01%
84,878
-2,206
4650
$346K ﹤0.01%
14,055
-318
184 185
186
187 188