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
5451
$53K ﹤0.01%
12,514
+5,230
5452
$53K ﹤0.01%
197,215
-4,135
5453
$52K ﹤0.01%
5,923
+5,055
5454
$52K ﹤0.01%
5,721
+1,211
5455
$52K ﹤0.01%
1,135
+949
5456
$52K ﹤0.01%
9,757
-26,730
5457
$52K ﹤0.01%
44
-5
5458
$52K ﹤0.01%
2,537
-12,869
5459
$52K ﹤0.01%
11,477
+8,513
5460
$52K ﹤0.01%
107,450
-1,400
5461
$52K ﹤0.01%
8,375
+2,211
5462
$52K ﹤0.01%
1,796
+760
5463
$51K ﹤0.01%
842
-283
5464
$51K ﹤0.01%
1,160
+1,020
5465
$51K ﹤0.01%
6,427
+5,927
5466
$51K ﹤0.01%
6,314
+5,114
5467
$51K ﹤0.01%
2,496
-1,533
5468
$51K ﹤0.01%
4,849
-88,430
5469
$51K ﹤0.01%
17,198
-12,326
5470
$51K ﹤0.01%
1,926
-2,323
5471
$51K ﹤0.01%
+4,057
5472
$51K ﹤0.01%
23,212
-1,941
5473
$51K ﹤0.01%
2,208
+1,825
5474
$50K ﹤0.01%
11,569
+308
5475
$50K ﹤0.01%
22,517
-16,840
217 218
219
220 221