Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273B
AUM Growth
+$13.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,080
New
Increased
Reduced
Closed

Top Buys

1
+$806M
2
+$770M
3
+$488M
4
DIS icon
Walt Disney
DIS
+$440M
5
GMCR
KEURIG GREEN MTN INC
GMCR
+$405M

Top Sells

1
+$1.71B
2
+$709M
3
+$415M
4
COR icon
Cencora
COR
+$335M
5
TSM icon
TSMC
TSM
+$330M

Sector Composition

1 Healthcare 9.23%
2 Financials 8.98%
3 Technology 8.74%
4 Consumer Discretionary 7.13%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$5.98M ﹤0.01%
54,242
-24,306
2502
$5.97M ﹤0.01%
565,754
+81,969
2503
$5.97M ﹤0.01%
299,496
+22,684
2504
$5.97M ﹤0.01%
271,077
-49,656
2505
$5.96M ﹤0.01%
209,593
+180,631
2506
$5.96M ﹤0.01%
485,243
-74,014
2507
$5.96M ﹤0.01%
337,069
-396,309
2508
$5.93M ﹤0.01%
97,324
+5,103
2509
$5.93M ﹤0.01%
123,362
-35,776
2510
$5.91M ﹤0.01%
101,120
+9,973
2511
$5.91M ﹤0.01%
124,874
+33,596
2512
$5.89M ﹤0.01%
279,600
-31,237
2513
$5.89M ﹤0.01%
320,080
+78,614
2514
$5.88M ﹤0.01%
53,344
-150,222
2515
$5.88M ﹤0.01%
587,758
+120,830
2516
$5.88M ﹤0.01%
164,119
+145,548
2517
$5.88M ﹤0.01%
138,939
+45,705
2518
$5.88M ﹤0.01%
106,410
-48,216
2519
$5.87M ﹤0.01%
144,932
-169,508
2520
$5.87M ﹤0.01%
149,512
+136,562
2521
$5.87M ﹤0.01%
238,214
-68,420
2522
$5.87M ﹤0.01%
92,476
+47,420
2523
$5.86M ﹤0.01%
183,500
-556,360
2524
$5.85M ﹤0.01%
190,452
+124,016
2525
$5.84M ﹤0.01%
142,223
-10,752
99 100
101
102 103