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
2276
$7.23M ﹤0.01%
97,979
+18,651
2277
$7.22M ﹤0.01%
426,689
-24,253
2278
$7.2M ﹤0.01%
285,892
-76,174
2279
$7.19M ﹤0.01%
184,668
+17,656
2280
$7.18M ﹤0.01%
208,712
-18,210
2281
$7.18M ﹤0.01%
106,965
+92,993
2282
$7.17M ﹤0.01%
221,152
+145,201
2283
$7.17M ﹤0.01%
276,852
-32,148
2284
$7.12M ﹤0.01%
197,300
+8,541
2285
$7.11M ﹤0.01%
244,259
+74,981
2286
$7.09M ﹤0.01%
313,050
+9,890
2287
$7.08M ﹤0.01%
234,620
+218,321
2288
$7.07M ﹤0.01%
360,047
-38,716
2289
$7.06M ﹤0.01%
337,374
-14,972
2290
$7.06M ﹤0.01%
228,836
+802
2291
$7.06M ﹤0.01%
1,443,095
+1,081,007
2292
$7.05M ﹤0.01%
615,720
-8,842
2293
$7.04M ﹤0.01%
146,027
-208,877
2294
$7.03M ﹤0.01%
419,683
+79,062
2295
$7.03M ﹤0.01%
245,583
+5,933
2296
$7.02M ﹤0.01%
51,931
-14,956
2297
$7.01M ﹤0.01%
172,252
-59,982
2298
$7.01M ﹤0.01%
176,055
+100,650
2299
$7M ﹤0.01%
161,702
+114,744
2300
$6.99M ﹤0.01%
113,651
-12,801
90 91
92
93 94