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
5401
$60K ﹤0.01%
4,022
-2,344
5402
$60K ﹤0.01%
9,373
+650
5403
– –
0
5404
$60K ﹤0.01%
38,020
-6,153
5405
$60K ﹤0.01%
10,757
+4,649
5406
$59K ﹤0.01%
3,680
+63
5407
$59K ﹤0.01%
5,863
-250
5408
$59K ﹤0.01%
2,108
+858
5409
$59K ﹤0.01%
7,400
+2,764
5410
$58K ﹤0.01%
671
+284
5411
$58K ﹤0.01%
6,937
+4,456
5412
$58K ﹤0.01%
2,995
-1,728
5413
$58K ﹤0.01%
1,769
+1,369
5414
$58K ﹤0.01%
1,278
-443
5415
$58K ﹤0.01%
45,100
+8,200
5416
$57K ﹤0.01%
2,146
-126
5417
$57K ﹤0.01%
2,100
-1,028
5418
$57K ﹤0.01%
16,573
-779
5419
$56K ﹤0.01%
90,210
-3,377
5420
$56K ﹤0.01%
4,265
+2,816
5421
$56K ﹤0.01%
932
-24
5422
$56K ﹤0.01%
13,302
+1,050
5423
$56K ﹤0.01%
33,607
-23,559
5424
$56K ﹤0.01%
5,038
+841
5425
$56K ﹤0.01%
+1,839
215 216
217
218 219