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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5451
$53K ﹤0.01%
12,514
+5,230
5452
$53K ﹤0.01%
197,215
-4,135
5453
$52K ﹤0.01%
9,757
-26,730
5454
$52K ﹤0.01%
44
-5
5455
$52K ﹤0.01%
2,537
-12,869
5456
$52K ﹤0.01%
11,477
+8,513
5457
$52K ﹤0.01%
107,450
-1,400
5458
$52K ﹤0.01%
5,923
+5,055
5459
$52K ﹤0.01%
5,721
+1,211
5460
$52K ﹤0.01%
1,135
+949
5461
$52K ﹤0.01%
8,375
+2,211
5462
$52K ﹤0.01%
1,796
+760
5463
$51K ﹤0.01%
+4,057
5464
$51K ﹤0.01%
1,160
+1,020
5465
$51K ﹤0.01%
2,496
-1,533
5466
$51K ﹤0.01%
4,849
-88,430
5467
$51K ﹤0.01%
842
-283
5468
$51K ﹤0.01%
6,427
+5,927
5469
$51K ﹤0.01%
6,314
+5,114
5470
$51K ﹤0.01%
17,198
-12,326
5471
$51K ﹤0.01%
1,926
-2,323
5472
$51K ﹤0.01%
23,212
-1,941
5473
$51K ﹤0.01%
2,208
+1,825
5474
$50K ﹤0.01%
2,758
-23,360
5475
$50K ﹤0.01%
3,425
+25
217 218
219
220 221