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
4851
$235K ﹤0.01%
6,470
+23
4852
$234K ﹤0.01%
44,535
+3,202
4853
$234K ﹤0.01%
28,334
-28,647
4854
$233K ﹤0.01%
17,907
+7,768
4855
$233K ﹤0.01%
1,583
+875
4856
$232K ﹤0.01%
23,423
-398
4857
$232K ﹤0.01%
7,419
-24,921
4858
$231K ﹤0.01%
9,167
-1,628
4859
$230K ﹤0.01%
2,169
-2,442
4860
$228K ﹤0.01%
12,884
+11,982
4861
$228K ﹤0.01%
33,302
+2,224
4862
$226K ﹤0.01%
3,740
-1,320
4863
$226K ﹤0.01%
33,800
+3,500
4864
$226K ﹤0.01%
4,284
-57
4865
$226K ﹤0.01%
34,112
+14,992
4866
$225K ﹤0.01%
15,926
-187,676
4867
$225K ﹤0.01%
23,186
+1,836
4868
$224K ﹤0.01%
6,640
+5,107
4869
$224K ﹤0.01%
16,078
+10,954
4870
$223K ﹤0.01%
11,869
-5,433
4871
$223K ﹤0.01%
14,588
+1,676
4872
$222K ﹤0.01%
16,869
+9,054
4873
$222K ﹤0.01%
15,074
+1,409
4874
$220K ﹤0.01%
1,007
+207
4875
$220K ﹤0.01%
6,170
+1,609
193 194
195
196 197