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
5226
$94K ﹤0.01%
2,053
+400
5227
$94K ﹤0.01%
7,795
-11,274
5228
$94K ﹤0.01%
17,190
+2,393
5229
$94K ﹤0.01%
49,953
-3,163
5230
$94K ﹤0.01%
10,350
+1,719
5231
$93K ﹤0.01%
7,019
5232
$93K ﹤0.01%
8,752
-9,176
5233
$93K ﹤0.01%
+8,748
5234
$93K ﹤0.01%
11,492
+7,108
5235
$93K ﹤0.01%
7,760
-13,234
5236
$93K ﹤0.01%
28,276
+21,762
5237
$92K ﹤0.01%
8,086
-12,568
5238
$91K ﹤0.01%
4,980
-418
5239
$91K ﹤0.01%
4,583
+1,106
5240
$91K ﹤0.01%
1,166
+99
5241
$91K ﹤0.01%
280
+97
5242
$91K ﹤0.01%
+9,000
5243
$91K ﹤0.01%
38,630
-10,977
5244
$91K ﹤0.01%
11,178
5245
$91K ﹤0.01%
2,511
5246
$90K ﹤0.01%
3,970
+2,600
5247
$90K ﹤0.01%
6,481
-17,171
5248
$90K ﹤0.01%
4,808
+412
5249
$90K ﹤0.01%
2,332
+532
5250
$90K ﹤0.01%
+4,785
208 209
210
211 212