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
5001
$163K ﹤0.01%
8,970
+1,100
5002
$161K ﹤0.01%
4,062
+312
5003
$161K ﹤0.01%
7
5004
$161K ﹤0.01%
9,267
+3,505
5005
$161K ﹤0.01%
7,115
-6,075
5006
$159K ﹤0.01%
14,660
-3,519
5007
$159K ﹤0.01%
4,725
+2,567
5008
$158K ﹤0.01%
4,337
-11,301
5009
$158K ﹤0.01%
2,626
5010
$157K ﹤0.01%
9,956
+5,745
5011
$157K ﹤0.01%
31,244
-6,269
5012
$157K ﹤0.01%
27,558
+4,334
5013
$156K ﹤0.01%
3,114
+2,762
5014
$156K ﹤0.01%
12,081
-16,973
5015
$156K ﹤0.01%
19,359
+4,070
5016
$155K ﹤0.01%
7,943
-2,309
5017
$155K ﹤0.01%
14,026
5018
$155K ﹤0.01%
5,947
+379
5019
$154K ﹤0.01%
6,707
-12,338
5020
$154K ﹤0.01%
9,109
-17,705
5021
$154K ﹤0.01%
8,405
-273
5022
$154K ﹤0.01%
35,490
-3,378
5023
$153K ﹤0.01%
4,044
+1,325
5024
$153K ﹤0.01%
5,639
-952
5025
$153K ﹤0.01%
12,152
+1,222
199 200
201
202 203