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
4901
$210K ﹤0.01%
+5,628
4902
$210K ﹤0.01%
15,757
-636
4903
$210K ﹤0.01%
32,082
-23,115
4904
$210K ﹤0.01%
14,646
-4,825
4905
$209K ﹤0.01%
9,748
+578
4906
$209K ﹤0.01%
4,266
+469
4907
$209K ﹤0.01%
31,842
-1,406
4908
$208K ﹤0.01%
5,611
+5,011
4909
$208K ﹤0.01%
3,497
+2,235
4910
$208K ﹤0.01%
43,500
-5,282
4911
$208K ﹤0.01%
+36,541
4912
$207K ﹤0.01%
8,813
-21,281
4913
$207K ﹤0.01%
20,148
+6,331
4914
$207K ﹤0.01%
142,499
+94,829
4915
$206K ﹤0.01%
8,019
-22,289
4916
$206K ﹤0.01%
15,457
+9,025
4917
$205K ﹤0.01%
11,186
-36,422
4918
$205K ﹤0.01%
4,637
-1,747
4919
$204K ﹤0.01%
6,347
+1,124
4920
$203K ﹤0.01%
997
+110
4921
$203K ﹤0.01%
7,143
-825
4922
$203K ﹤0.01%
82,967
-17,069
4923
$202K ﹤0.01%
3,069
+133
4924
$202K ﹤0.01%
11,562
+7,013
4925
$202K ﹤0.01%
68,867
+65,036
195 196
197
198 199