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
5126
$122K ﹤0.01%
24,499
-3,620
5127
$122K ﹤0.01%
4,133
+232
5128
$121K ﹤0.01%
+10,491
5129
$121K ﹤0.01%
8,850
+7,496
5130
$121K ﹤0.01%
17,013
+6,613
5131
$121K ﹤0.01%
1,789
+214
5132
$120K ﹤0.01%
6,748
+1,294
5133
$120K ﹤0.01%
6,373
+2,972
5134
$120K ﹤0.01%
11,002
+4,772
5135
$120K ﹤0.01%
19,731
-31,774
5136
$119K ﹤0.01%
9,089
-4,760
5137
$119K ﹤0.01%
7,301
+494
5138
$118K ﹤0.01%
2,924
+361
5139
$118K ﹤0.01%
3,158
5140
$118K ﹤0.01%
6,645
-824
5141
$118K ﹤0.01%
3,459
+407
5142
$118K ﹤0.01%
4,948
+2,623
5143
$117K ﹤0.01%
9,917
-29,573
5144
$117K ﹤0.01%
4,721
-435
5145
$117K ﹤0.01%
+4,636
5146
$117K ﹤0.01%
16,039
-22,453
5147
$116K ﹤0.01%
3,918
+1,615
5148
$116K ﹤0.01%
13,015
+6,155
5149
$116K ﹤0.01%
213,755
-16,423
5150
$115K ﹤0.01%
12,984
+5,704
204 205
206
207 208