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
5251
$89K ﹤0.01%
+9,503
5252
$89K ﹤0.01%
7,723
+111
5253
$89K ﹤0.01%
4,595
+3,639
5254
$89K ﹤0.01%
29,272
+26,772
5255
$89K ﹤0.01%
6
+5
5256
$88K ﹤0.01%
2,631
-850
5257
$88K ﹤0.01%
29,540
-2,571
5258
$88K ﹤0.01%
1,058
+138
5259
$87K ﹤0.01%
2,863
-86
5260
$87K ﹤0.01%
7,800
+5,800
5261
$86K ﹤0.01%
8,400
-4,140
5262
$86K ﹤0.01%
24,681
-100
5263
$86K ﹤0.01%
2,258
-1,441
5264
$86K ﹤0.01%
9,802
+5,005
5265
$86K ﹤0.01%
37,196
+12,516
5266
$86K ﹤0.01%
5,404
+4,094
5267
$85K ﹤0.01%
+11,300
5268
$85K ﹤0.01%
2,072
-787
5269
$85K ﹤0.01%
12,934
+296
5270
$85K ﹤0.01%
4,569
-1,067
5271
$85K ﹤0.01%
7
-24
5272
$85K ﹤0.01%
3,646
-432
5273
$85K ﹤0.01%
16,133
+5,434
5274
$85K ﹤0.01%
3,122
+3,022
5275
$85K ﹤0.01%
3,053
+1,045
209 210
211
212 213