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
5526
$43K ﹤0.01%
+2,700
5527
$43K ﹤0.01%
53
+26
5528
$43K ﹤0.01%
6,890
+5,290
5529
$43K ﹤0.01%
800
+100
5530
$43K ﹤0.01%
9,136
+5,606
5531
$43K ﹤0.01%
8,100
-2,500
5532
$43K ﹤0.01%
2,812
+2,312
5533
$43K ﹤0.01%
325
5534
$42K ﹤0.01%
183
+86
5535
$42K ﹤0.01%
4,336
+4,282
5536
$42K ﹤0.01%
1,623
+923
5537
$42K ﹤0.01%
+20,088
5538
$42K ﹤0.01%
5,929
+5,691
5539
$42K ﹤0.01%
9,983
-5,795
5540
$42K ﹤0.01%
1,884
+1,271
5541
$42K ﹤0.01%
4,458
+966
5542
$42K ﹤0.01%
5,051
+3,777
5543
$41K ﹤0.01%
60
-127
5544
$41K ﹤0.01%
7,282
+4,132
5545
$41K ﹤0.01%
23,679
-9,590
5546
$41K ﹤0.01%
1,523
-135
5547
$41K ﹤0.01%
3,582
-7,404
5548
$41K ﹤0.01%
6,158
5549
$40K ﹤0.01%
4,223
-4,742
5550
$40K ﹤0.01%
237
-11
220 221
222
223 224