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
4951
$189K ﹤0.01%
44,154
+18,661
4952
$188K ﹤0.01%
7,659
-3,264
4953
$187K ﹤0.01%
37,462
+1,826
4954
$187K ﹤0.01%
26,180
+3,030
4955
$187K ﹤0.01%
13,035
-8,923
4956
$186K ﹤0.01%
11,754
-1,273
4957
$186K ﹤0.01%
11,813
-76
4958
$185K ﹤0.01%
2,528
+1,539
4959
$185K ﹤0.01%
7,775
+2,028
4960
$185K ﹤0.01%
18,894
+12,976
4961
$183K ﹤0.01%
1,300
4962
$182K ﹤0.01%
33,865
-4,880
4963
$182K ﹤0.01%
11,325
-545
4964
$182K ﹤0.01%
1,547
-3,169
4965
$182K ﹤0.01%
3,720
-402
4966
$181K ﹤0.01%
5,176
-1,226
4967
$181K ﹤0.01%
4,923
-555
4968
$181K ﹤0.01%
14,486
+1,519
4969
$181K ﹤0.01%
15,962
-5,187
4970
$180K ﹤0.01%
11,626
-989
4971
$180K ﹤0.01%
5,751
+3,822
4972
$180K ﹤0.01%
4,694
-840
4973
$178K ﹤0.01%
13,271
+11,771
4974
$176K ﹤0.01%
8,484
-1,762
4975
$176K ﹤0.01%
6,638
-896
197 198
199
200 201