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
6326
– –
-145,055
6327
$0 ﹤0.01%
5
6328
– –
-4,052
6329
– –
-1,058
6330
– –
-625
6331
– –
-177,858
6332
– –
-425
6333
– –
-3,242
6334
$0 ﹤0.01%
200
6335
– –
-2,445
6336
– –
-3
6337
$0 ﹤0.01%
+19
6338
– –
0
6339
$0 ﹤0.01%
58,049
-4,642
6340
$0 ﹤0.01%
267
6341
– –
-2,614
6342
$0 ﹤0.01%
33
-4
6343
– –
-80
6344
– –
-3
6345
– –
-2,000
6346
$0 ﹤0.01%
1
-1,751
6347
– –
-1,556
6348
– –
-3,300
6349
– –
-100
6350
$0 ﹤0.01%
10
-700
252 253
254
255 256