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
5351
$69K ﹤0.01%
4,414
+152
5352
$69K ﹤0.01%
2,459
+879
5353
$69K ﹤0.01%
24,203
+19,371
5354
$69K ﹤0.01%
3,220
+1,720
5355
$68K ﹤0.01%
14,695
-20,152
5356
$68K ﹤0.01%
188
-16
5357
$68K ﹤0.01%
9,036
-5,523
5358
$68K ﹤0.01%
11,162
-55,117
5359
$67K ﹤0.01%
13,061
-86,712
5360
$67K ﹤0.01%
4,077
+905
5361
$67K ﹤0.01%
2,421
+1,944
5362
$67K ﹤0.01%
5,122
+3,537
5363
$67K ﹤0.01%
11
5364
$66K ﹤0.01%
6,381
+381
5365
$66K ﹤0.01%
7,169
-831
5366
$66K ﹤0.01%
6,661
-1,699
5367
$66K ﹤0.01%
2,456
+1,281
5368
$66K ﹤0.01%
2,425
5369
$66K ﹤0.01%
3,230
+2,454
5370
$65K ﹤0.01%
2,775
-5,719
5371
$65K ﹤0.01%
4,775
5372
$65K ﹤0.01%
757
+166
5373
$65K ﹤0.01%
19,227
-18,173
5374
$65K ﹤0.01%
7,070
-16,040
5375
$65K ﹤0.01%
7,292
-1,695
213 214
215
216 217