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
4876
$220K ﹤0.01%
20,631
-15,184
4877
$220K ﹤0.01%
16,762
-511
4878
$219K ﹤0.01%
5,024
-7
4879
$219K ﹤0.01%
16,318
+282
4880
$219K ﹤0.01%
7,251
+322
4881
$218K ﹤0.01%
4,504
+4,326
4882
$218K ﹤0.01%
37,184
-3,773
4883
$218K ﹤0.01%
5,572
-14,752
4884
$218K ﹤0.01%
11,484
-24,528
4885
$218K ﹤0.01%
31,683
-2,112
4886
$218K ﹤0.01%
11,771
-4,178
4887
$218K ﹤0.01%
13,536
+4,524
4888
$217K ﹤0.01%
6,693
+5,572
4889
$216K ﹤0.01%
5,052
+2,673
4890
$216K ﹤0.01%
8,570
+7,800
4891
$215K ﹤0.01%
14
+1
4892
$215K ﹤0.01%
8,428
-312
4893
$215K ﹤0.01%
1,713
+30
4894
$213K ﹤0.01%
8,004
4895
$213K ﹤0.01%
27,083
-662
4896
$213K ﹤0.01%
43,463
-1,441
4897
$212K ﹤0.01%
7,355
+1,231
4898
$212K ﹤0.01%
13,949
-384
4899
$211K ﹤0.01%
+12,823
4900
$210K ﹤0.01%
7,483
+2,339
194 195
196
197 198