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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
5851
$15K ﹤0.01%
490
-965
5852
$15K ﹤0.01%
2,176
-22,029
5853
$15K ﹤0.01%
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5854
$15K ﹤0.01%
4,439
+1,597
5855
$15K ﹤0.01%
1,287
-7,228
5856
$15K ﹤0.01%
11,520
5857
$15K ﹤0.01%
950
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5858
$15K ﹤0.01%
+383
5859
– –
0
5860
$15K ﹤0.01%
1,204
+1,081
5861
$15K ﹤0.01%
969
-603
5862
$15K ﹤0.01%
1,115
+268
5863
$15K ﹤0.01%
3,649
+3,500
5864
$15K ﹤0.01%
605
-6,661
5865
$15K ﹤0.01%
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5866
$15K ﹤0.01%
+2
5867
$14K ﹤0.01%
10,722
+7,434
5868
$14K ﹤0.01%
+6,100
5869
$14K ﹤0.01%
2
5870
$14K ﹤0.01%
2,130
5871
$14K ﹤0.01%
2,462
-73,198
5872
$14K ﹤0.01%
574
-179
5873
$14K ﹤0.01%
7,650
5874
$14K ﹤0.01%
267
5875
$14K ﹤0.01%
37
-28
233 234
235
236 237