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
5201
$101K ﹤0.01%
9,976
+356
5202
$101K ﹤0.01%
9,604
+646
5203
$101K ﹤0.01%
5,580
+1,715
5204
$101K ﹤0.01%
2,188
+1,985
5205
$101K ﹤0.01%
35,153
+705
5206
$100K ﹤0.01%
19,424
-5,942
5207
$99K ﹤0.01%
5
+1
5208
$99K ﹤0.01%
31,696
+6,441
5209
$99K ﹤0.01%
982
5210
$99K ﹤0.01%
30,970
5211
$98K ﹤0.01%
1,858
+235
5212
$97K ﹤0.01%
14,009
+3,088
5213
$96K ﹤0.01%
14,940
-1,074
5214
$96K ﹤0.01%
7,750
5215
$96K ﹤0.01%
810
+186
5216
$96K ﹤0.01%
2,962
-1,361
5217
$96K ﹤0.01%
6,610
+1,846
5218
$96K ﹤0.01%
7,437
+6,098
5219
$96K ﹤0.01%
11,736
+8,443
5220
$96K ﹤0.01%
36,194
+34,818
5221
$95K ﹤0.01%
+330
5222
$95K ﹤0.01%
6,559
-20,643
5223
$95K ﹤0.01%
15,787
-39,397
5224
$94K ﹤0.01%
7,457
+3,457
5225
$94K ﹤0.01%
7,028
+6,028
207 208
209
210 211