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
5651
– –
-1
5652
$30K ﹤0.01%
1,275
+1,046
5653
$30K ﹤0.01%
+669
5654
$30K ﹤0.01%
5,034
+4,134
5655
$30K ﹤0.01%
+775
5656
$30K ﹤0.01%
1,066
+688
5657
$30K ﹤0.01%
495
5658
$30K ﹤0.01%
10,500
-1,986
5659
$30K ﹤0.01%
1,570
-625
5660
$30K ﹤0.01%
1,492
-200
5661
$30K ﹤0.01%
1,208
+1,008
5662
$30K ﹤0.01%
3,593
+2,593
5663
$29K ﹤0.01%
705
-78
5664
$29K ﹤0.01%
796
+118
5665
$29K ﹤0.01%
3,502
+1,102
5666
$29K ﹤0.01%
291
+226
5667
$29K ﹤0.01%
2,029
-2,443
5668
$29K ﹤0.01%
29,046
5669
$29K ﹤0.01%
+13,799
5670
$29K ﹤0.01%
1,726
+1,300
5671
$28K ﹤0.01%
+440
5672
$28K ﹤0.01%
5,250
-8,500
5673
$28K ﹤0.01%
3,916
-31,423
5674
$28K ﹤0.01%
3,980
-3,904
5675
$28K ﹤0.01%
407
-6,649
225 226
227
228 229