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
2551
$5.69M ﹤0.01%
241,673
-462,331
2552
$5.69M ﹤0.01%
207,380
+59,168
2553
$5.67M ﹤0.01%
120,297
+13,361
2554
$5.66M ﹤0.01%
104,102
-7,398
2555
$5.66M ﹤0.01%
411,116
-204,272
2556
$5.63M ﹤0.01%
132,655
-96,114
2557
$5.63M ﹤0.01%
293,406
-10,006
2558
$5.63M ﹤0.01%
388,903
-63,412
2559
$5.62M ﹤0.01%
343,230
-12,394
2560
$5.61M ﹤0.01%
684,215
+135,479
2561
$5.61M ﹤0.01%
423,763
+345,436
2562
$5.59M ﹤0.01%
162,495
-82,913
2563
$5.59M ﹤0.01%
497,206
+179,708
2564
$5.59M ﹤0.01%
159,802
-13,675
2565
$5.59M ﹤0.01%
248,178
+101,430
2566
$5.59M ﹤0.01%
316,689
-313,430
2567
$5.58M ﹤0.01%
135,556
+32,944
2568
$5.58M ﹤0.01%
296,931
-155,527
2569
$5.58M ﹤0.01%
195,998
+18,840
2570
$5.57M ﹤0.01%
566,458
+235,898
2571
$5.57M ﹤0.01%
+55,301
2572
$5.56M ﹤0.01%
266,176
-10,890
2573
$5.56M ﹤0.01%
105,108
+7,182
2574
$5.56M ﹤0.01%
184,701
+63,475
2575
$5.55M ﹤0.01%
71,730
+432