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
5326
$73K ﹤0.01%
12,384
+3,072
5327
$73K ﹤0.01%
3,700
-700
5328
$73K ﹤0.01%
211
+129
5329
$73K ﹤0.01%
2,351
-167
5330
$73K ﹤0.01%
4,674
-300
5331
$73K ﹤0.01%
20,000
5332
$73K ﹤0.01%
13,297
-2,500
5333
$72K ﹤0.01%
800
+193
5334
$72K ﹤0.01%
1,623
-201
5335
$72K ﹤0.01%
5,414
+5,238
5336
$72K ﹤0.01%
33,033
-13,042
5337
$72K ﹤0.01%
1,346
+698
5338
$71K ﹤0.01%
4,817
+2,000
5339
$71K ﹤0.01%
10,120
-20,646
5340
$71K ﹤0.01%
40
-145
5341
$71K ﹤0.01%
2,597
-2,445
5342
$71K ﹤0.01%
10,717
+7,817
5343
$70K ﹤0.01%
3,062
+162
5344
$70K ﹤0.01%
2,920
-3,955
5345
$70K ﹤0.01%
1,550
+678
5346
$70K ﹤0.01%
9,247
+2,462
5347
$70K ﹤0.01%
3,651
+1,522
5348
$70K ﹤0.01%
+4,273
5349
$70K ﹤0.01%
+3
5350
$70K ﹤0.01%
30,985
-30,635
212 213
214
215 216