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
5276
$84K ﹤0.01%
3,202
+2,802
5277
$84K ﹤0.01%
4,177
+4,077
5278
$83K ﹤0.01%
3,148
-5,358
5279
$83K ﹤0.01%
6,048
-8,343
5280
$83K ﹤0.01%
13,176
+7,575
5281
$82K ﹤0.01%
8,989
+6,789
5282
$82K ﹤0.01%
22,399
-4,612
5283
$81K ﹤0.01%
2,647
-1,545
5284
$81K ﹤0.01%
7,869
-17,067
5285
$81K ﹤0.01%
4,302
+4,188
5286
$81K ﹤0.01%
36,398
-2,854
5287
$81K ﹤0.01%
4,384
-7
5288
$81K ﹤0.01%
231,428
-24,869
5289
$80K ﹤0.01%
+2,100
5290
$80K ﹤0.01%
82
-145
5291
$80K ﹤0.01%
23,326
+11,281
5292
$80K ﹤0.01%
6,047
5293
$80K ﹤0.01%
3,365
+3,232
5294
$80K ﹤0.01%
2,108
-387
5295
$79K ﹤0.01%
2,502
-661
5296
$79K ﹤0.01%
7,300
+240
5297
$79K ﹤0.01%
4,760
+1,240
5298
$79K ﹤0.01%
+7,398
5299
$79K ﹤0.01%
10,210
-5,018
5300
$79K ﹤0.01%
167
+46
210 211
212
213 214