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
5051
$144K ﹤0.01%
7,567
+7,011
5052
$144K ﹤0.01%
42,971
-29,366
5053
$144K ﹤0.01%
5,198
-1,340
5054
$144K ﹤0.01%
80,805
-33,660
5055
$143K ﹤0.01%
7,148
+498
5056
$143K ﹤0.01%
8,750
-11,790
5057
$143K ﹤0.01%
3,000
+1,530
5058
$143K ﹤0.01%
6,096
+1,475
5059
$143K ﹤0.01%
6,009
-5,489
5060
$142K ﹤0.01%
8,121
-498
5061
$141K ﹤0.01%
8,171
+5,525
5062
$141K ﹤0.01%
6,322
-11,628
5063
$141K ﹤0.01%
3,867
5064
$140K ﹤0.01%
5,252
-3,674
5065
$140K ﹤0.01%
9,732
-2,283
5066
$140K ﹤0.01%
1,385
-100
5067
$140K ﹤0.01%
2,600
5068
$140K ﹤0.01%
10,811
+681
5069
$140K ﹤0.01%
17,414
-730,109
5070
$140K ﹤0.01%
8,451
+1,709
5071
$139K ﹤0.01%
14,254
-6,637
5072
$138K ﹤0.01%
4,204
5073
$138K ﹤0.01%
5,706
5074
$138K ﹤0.01%
51,038
+47,543
5075
$138K ﹤0.01%
50,834
-26,738
201 202
203
204 205