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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
5826
$16K ﹤0.01%
321
5827
$16K ﹤0.01%
1,818
-908
5828
$16K ﹤0.01%
700
+660
5829
$16K ﹤0.01%
6,300
5830
$16K ﹤0.01%
2,000
5831
$16K ﹤0.01%
5,233
+653
5832
$16K ﹤0.01%
14
+1
5833
$16K ﹤0.01%
2,249
5834
$16K ﹤0.01%
269
-571
5835
$16K ﹤0.01%
977
5836
$16K ﹤0.01%
2,889
5837
$16K ﹤0.01%
3,600
5838
$16K ﹤0.01%
1,200
+61
5839
$16K ﹤0.01%
8,700
5840
$16K ﹤0.01%
+3,854
5841
$16K ﹤0.01%
1,511
-396
5842
$16K ﹤0.01%
22
+17
5843
$16K ﹤0.01%
898
-651
5844
$15K ﹤0.01%
+2,000
5845
$15K ﹤0.01%
4,303
5846
$15K ﹤0.01%
650
-800
5847
$15K ﹤0.01%
1,555
5848
$15K ﹤0.01%
+908
5849
– –
0
5850
$15K ﹤0.01%
60
232 233
234
235 236