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
4976
$175K ﹤0.01%
1,192
+848
4977
$175K ﹤0.01%
7,103
-54,009
4978
$175K ﹤0.01%
6,489
+913
4979
$173K ﹤0.01%
1,641
+657
4980
$172K ﹤0.01%
21,831
-37,786
4981
$172K ﹤0.01%
3,309
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4982
$171K ﹤0.01%
9,200
+5,000
4983
$171K ﹤0.01%
13,027
+2,938
4984
$170K ﹤0.01%
3,388
4985
$169K ﹤0.01%
18,747
+7,225
4986
$169K ﹤0.01%
636
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4987
$169K ﹤0.01%
47,702
-21,599
4988
$168K ﹤0.01%
1,704
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4989
$168K ﹤0.01%
5,867
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4990
$168K ﹤0.01%
10,622
-16,467
4991
$168K ﹤0.01%
52,410
+38,160
4992
$168K ﹤0.01%
4,278
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4993
$167K ﹤0.01%
9,191
+3,687
4994
$167K ﹤0.01%
6,995
+2,738
4995
$166K ﹤0.01%
21,050
-37
4996
$166K ﹤0.01%
7,169
+1,614
4997
$165K ﹤0.01%
3,668
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4998
$164K ﹤0.01%
307
+156
4999
$163K ﹤0.01%
52,044
-7,529
5000
$163K ﹤0.01%
4,815
-48,146
198 199
200
201 202