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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
4826
$248K ﹤0.01%
19,470
+15,397
4827
$247K ﹤0.01%
37,400
-39,331
4828
$247K ﹤0.01%
12,069
-22,506
4829
$246K ﹤0.01%
10,144
+1,404
4830
$246K ﹤0.01%
49,222
-128,938
4831
$245K ﹤0.01%
2,154
+1,927
4832
$245K ﹤0.01%
55,357
+1,180
4833
$245K ﹤0.01%
7,561
+618
4834
$245K ﹤0.01%
8,051
+531
4835
$244K ﹤0.01%
16,200
4836
$243K ﹤0.01%
20,521
+16,109
4837
$241K ﹤0.01%
753
+168
4838
$240K ﹤0.01%
27,706
-11,516
4839
$239K ﹤0.01%
11,821
+10,787
4840
$239K ﹤0.01%
22,295
-8,667
4841
$239K ﹤0.01%
4,559
+962
4842
$238K ﹤0.01%
85,884
+42,365
4843
$238K ﹤0.01%
4,660
-11,613
4844
$238K ﹤0.01%
9,098
+1,762
4845
$238K ﹤0.01%
7,987
+3,512
4846
$238K ﹤0.01%
15,873
+1,365
4847
$236K ﹤0.01%
37,155
-8,796
4848
$235K ﹤0.01%
91,028
-10,831
4849
$235K ﹤0.01%
1,127
+101
4850
$235K ﹤0.01%
3,095
+1,024
192 193
194
195 196