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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
5926
$11K ﹤0.01%
45
+33
5927
$11K ﹤0.01%
2,000
-3,800
5928
$11K ﹤0.01%
1,045
5929
$11K ﹤0.01%
3,125
-516
5930
$11K ﹤0.01%
29
+26
5931
$11K ﹤0.01%
+110
5932
$11K ﹤0.01%
+6,284
5933
$11K ﹤0.01%
625
5934
$11K ﹤0.01%
644
-8,063
5935
$11K ﹤0.01%
392
-200
5936
$11K ﹤0.01%
+10,052
5937
$11K ﹤0.01%
5,445
-1,954
5938
$11K ﹤0.01%
1,015
-15,918
5939
$11K ﹤0.01%
2,573
+1,852
5940
$11K ﹤0.01%
4,244
-35
5941
$11K ﹤0.01%
2,511
-4,250
5942
$11K ﹤0.01%
12
5943
$10K ﹤0.01%
1,916
-338
5944
$10K ﹤0.01%
+479
5945
$10K ﹤0.01%
380
5946
$10K ﹤0.01%
+6
5947
$10K ﹤0.01%
+2,500
5948
$10K ﹤0.01%
595
5949
$10K ﹤0.01%
600
+400
5950
$10K ﹤0.01%
500
236 237
238
239 240