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
5026
$152K ﹤0.01%
12,446
-10
5027
$152K ﹤0.01%
36
-3
5028
$151K ﹤0.01%
16,088
+9,769
5029
$151K ﹤0.01%
85,700
+15,400
5030
$151K ﹤0.01%
19,486
-6,681
5031
$151K ﹤0.01%
8,259
+3,918
5032
$150K ﹤0.01%
7,724
-33,605
5033
$150K ﹤0.01%
813
+361
5034
$150K ﹤0.01%
7,552
+5,852
5035
$150K ﹤0.01%
6,819
-1,098
5036
$149K ﹤0.01%
8,146
+4,351
5037
$149K ﹤0.01%
79,982
+51,497
5038
$149K ﹤0.01%
12,498
+1,407
5039
$149K ﹤0.01%
3,846
-492
5040
$148K ﹤0.01%
13,619
+9,492
5041
$148K ﹤0.01%
6,435
+5,353
5042
$148K ﹤0.01%
45,268
-9,444
5043
$148K ﹤0.01%
28,653
-7,218
5044
$148K ﹤0.01%
9,292
-1,512
5045
$147K ﹤0.01%
1,497
+340
5046
$146K ﹤0.01%
13,938
5047
$146K ﹤0.01%
14,293
-6,945
5048
$146K ﹤0.01%
22,583
-4,654
5049
$146K ﹤0.01%
6,912
-4,574
5050
$145K ﹤0.01%
15,967
+1,991
200 201
202
203 204