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
4776
$270K ﹤0.01%
61,166
+39,836
4777
$270K ﹤0.01%
23,072
+6,670
4778
$270K ﹤0.01%
17,666
+1,500
4779
$270K ﹤0.01%
18,067
-10,360
4780
$268K ﹤0.01%
11,921
-742
4781
$268K ﹤0.01%
45,550
-74,448
4782
$267K ﹤0.01%
17,914
+16,539
4783
$267K ﹤0.01%
10,527
+4,746
4784
$266K ﹤0.01%
3,534
+384
4785
$266K ﹤0.01%
14,092
+472
4786
$266K ﹤0.01%
185
-18
4787
$265K ﹤0.01%
13,399
+796
4788
$265K ﹤0.01%
2,347
-193
4789
$265K ﹤0.01%
31,756
-16,488
4790
$265K ﹤0.01%
11,602
+6,646
4791
$265K ﹤0.01%
5,357
+5,321
4792
$265K ﹤0.01%
68,000
+5,900
4793
$264K ﹤0.01%
12,435
+4,272
4794
$264K ﹤0.01%
8,850
-28,977
4795
$263K ﹤0.01%
11,902
+46
4796
$262K ﹤0.01%
9,822
+3,933
4797
$262K ﹤0.01%
11,083
+3,292
4798
$262K ﹤0.01%
13,284
+1,297
4799
$261K ﹤0.01%
5,414
-834
4800
$261K ﹤0.01%
49,730
+47,630
190 191
192
193 194