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
5626
$33K ﹤0.01%
9,793
+9,684
5627
$33K ﹤0.01%
1,250
-26,517
5628
$32K ﹤0.01%
2,192
-4,001
5629
$32K ﹤0.01%
949
+850
5630
$32K ﹤0.01%
2,201
-2,976
5631
$32K ﹤0.01%
6,035
+600
5632
$32K ﹤0.01%
2,224
+2,174
5633
$32K ﹤0.01%
1,628
+1,134
5634
$32K ﹤0.01%
+2,400
5635
$32K ﹤0.01%
36,780
-3,143
5636
$31K ﹤0.01%
2,186
5637
$31K ﹤0.01%
634
-483
5638
$31K ﹤0.01%
2,483
-2,857
5639
$31K ﹤0.01%
1,103
+725
5640
$31K ﹤0.01%
3,562
-7,348
5641
$31K ﹤0.01%
+1,800
5642
$31K ﹤0.01%
410
+338
5643
$31K ﹤0.01%
10,301
-57
5644
– –
0
5645
$31K ﹤0.01%
364
+179
5646
$31K ﹤0.01%
+1,000
5647
$31K ﹤0.01%
7,880
-1,787
5648
$31K ﹤0.01%
3,793
-1,027
5649
$31K ﹤0.01%
1,734
+1,535
5650
$31K ﹤0.01%
3,917
-407
224 225
226
227 228