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
5426
$56K ﹤0.01%
1,987
+537
5427
$56K ﹤0.01%
+2,829
5428
$56K ﹤0.01%
52,400
+49,800
5429
$56K ﹤0.01%
285
-404
5430
$55K ﹤0.01%
9,438
+708
5431
$55K ﹤0.01%
12,631
+6,631
5432
$55K ﹤0.01%
2,115
+36
5433
$55K ﹤0.01%
2,795
5434
$55K ﹤0.01%
18,282
-53,712
5435
$55K ﹤0.01%
4
+2
5436
$55K ﹤0.01%
4,448
+2,330
5437
$55K ﹤0.01%
8,957
-28,727
5438
$55K ﹤0.01%
2,238
-66,743
5439
$54K ﹤0.01%
1,333
-258
5440
$54K ﹤0.01%
68
+30
5441
$54K ﹤0.01%
1,650
-611
5442
$54K ﹤0.01%
948
-248
5443
$53K ﹤0.01%
14,542
+12,242
5444
$53K ﹤0.01%
113,266
-200
5445
$53K ﹤0.01%
+325
5446
$53K ﹤0.01%
1,428
+956
5447
$53K ﹤0.01%
2,563
-1,703
5448
$53K ﹤0.01%
3,564
+783
5449
$53K ﹤0.01%
199,990
+8,900
5450
$53K ﹤0.01%
+5,004
216 217
218
219 220