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
5151
$114K ﹤0.01%
4,321
+4,000
5152
$114K ﹤0.01%
10,617
-4,007
5153
$113K ﹤0.01%
9,450
5154
$113K ﹤0.01%
25,988
+15,639
5155
$112K ﹤0.01%
408
+375
5156
$112K ﹤0.01%
9,419
-781
5157
$112K ﹤0.01%
6,306
+4,705
5158
$112K ﹤0.01%
25,323
+8,529
5159
$111K ﹤0.01%
15,025
+572
5160
$110K ﹤0.01%
3,937
-248
5161
$110K ﹤0.01%
10,600
-20,845
5162
$110K ﹤0.01%
4,411
-100
5163
$109K ﹤0.01%
4,286
5164
$109K ﹤0.01%
16,931
+6,409
5165
$109K ﹤0.01%
4,424
-7,259
5166
$109K ﹤0.01%
4,985
-1,760
5167
$108K ﹤0.01%
10,283
-3,835
5168
$108K ﹤0.01%
1,833
+321
5169
$108K ﹤0.01%
+8,716
5170
$108K ﹤0.01%
10,500
+3,100
5171
$107K ﹤0.01%
115,671
+2,489
5172
$107K ﹤0.01%
2,706
-6,604
5173
$107K ﹤0.01%
5,019
-449
5174
$107K ﹤0.01%
5,500
+2,000
5175
$106K ﹤0.01%
632
+499
205 206
207
208 209