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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

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
6076
$5K ﹤0.01%
272
6077
$5K ﹤0.01%
760
6078
$5K ﹤0.01%
+4,000
6079
$5K ﹤0.01%
580
6080
$5K ﹤0.01%
6,324
-10,475
6081
$5K ﹤0.01%
+1,800
6082
-1
6083
$4K ﹤0.01%
42
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6084
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6085
$4K ﹤0.01%
384
6086
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101
-233
6087
$4K ﹤0.01%
500
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+200
6089
$4K ﹤0.01%
1
-1
6090
$4K ﹤0.01%
219
6091
$4K ﹤0.01%
+500
6092
$4K ﹤0.01%
188
6093
$4K ﹤0.01%
20
6094
0
6095
$4K ﹤0.01%
+208
6096
$4K ﹤0.01%
203
6097
$4K ﹤0.01%
2
-1
6098
$4K ﹤0.01%
11
-2
6099
$4K ﹤0.01%
8,950
+3,120
6100
$4K ﹤0.01%
39,430
+12,530