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
5176
$106K ﹤0.01%
7,288
+240
5177
$106K ﹤0.01%
6,923
5178
$105K ﹤0.01%
11,397
+4,214
5179
$105K ﹤0.01%
6,511
+2,453
5180
$105K ﹤0.01%
794
-400
5181
$105K ﹤0.01%
55,754
-125,956
5182
$105K ﹤0.01%
52,345
+50,845
5183
$104K ﹤0.01%
6,552
-233
5184
$104K ﹤0.01%
264
+31
5185
$104K ﹤0.01%
1,961
-245
5186
$104K ﹤0.01%
4,507
-2,830
5187
$104K ﹤0.01%
3,200
-6,851
5188
$104K ﹤0.01%
1,570
-519
5189
$104K ﹤0.01%
6,710
-592
5190
$103K ﹤0.01%
3,159
-219
5191
$103K ﹤0.01%
13,746
+2,048
5192
$103K ﹤0.01%
1,827
-1,251
5193
$103K ﹤0.01%
8,279
-633
5194
$103K ﹤0.01%
19,007
+9,801
5195
$103K ﹤0.01%
7,543
-552
5196
$102K ﹤0.01%
7,084
+6,983
5197
$102K ﹤0.01%
6,445
-8,900
5198
$101K ﹤0.01%
17,080
+15,085
5199
$101K ﹤0.01%
+25,345
5200
$101K ﹤0.01%
12,584
+4,566
206 207
208
209 210