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
4926
$202K ﹤0.01%
13,411
4927
$201K ﹤0.01%
10,770
-6,938
4928
$201K ﹤0.01%
6,996
+5,344
4929
$201K ﹤0.01%
13,880
-4,321
4930
$201K ﹤0.01%
12,290
-1,057
4931
$200K ﹤0.01%
11,407
-19,130
4932
$200K ﹤0.01%
9,015
-4,526
4933
$200K ﹤0.01%
9,254
+4,724
4934
$199K ﹤0.01%
14,036
-8,446
4935
$198K ﹤0.01%
21,109
-4,112
4936
$198K ﹤0.01%
2,587
+1,373
4937
$197K ﹤0.01%
15,358
-15,559
4938
$196K ﹤0.01%
8,282
+1,981
4939
$195K ﹤0.01%
4,052
+758
4940
$195K ﹤0.01%
3,515
-197
4941
$195K ﹤0.01%
28,451
+4,067
4942
$193K ﹤0.01%
5
-1
4943
$193K ﹤0.01%
51,943
-910
4944
$191K ﹤0.01%
3,538
-826
4945
$190K ﹤0.01%
10,225
+5,083
4946
$190K ﹤0.01%
6,862
+3,806
4947
$190K ﹤0.01%
8,156
+4,369
4948
$190K ﹤0.01%
3,874
-21,317
4949
$189K ﹤0.01%
11,530
+9,789
4950
$189K ﹤0.01%
16,761
-600
196 197
198
199 200