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
2576
$5.55M ﹤0.01%
372,571
-162,786
2577
$5.54M ﹤0.01%
293,521
+57,394
2578
$5.54M ﹤0.01%
75,629
-7,986
2579
$5.53M ﹤0.01%
158,735
+11,736
2580
$5.52M ﹤0.01%
310,339
+113,140
2581
$5.51M ﹤0.01%
441,334
+63,836
2582
$5.51M ﹤0.01%
69,929
-179,070
2583
$5.5M ﹤0.01%
65,101
-32,684
2584
$5.5M ﹤0.01%
537,249
-74,560
2585
$5.49M ﹤0.01%
100,277
-44,951
2586
$5.49M ﹤0.01%
80,229
+35,790
2587
$5.48M ﹤0.01%
386,598
+89,730
2588
$5.48M ﹤0.01%
305,119
+99,366
2589
$5.48M ﹤0.01%
354,758
+71,476
2590
$5.47M ﹤0.01%
111,269
+48,670
2591
$5.44M ﹤0.01%
287,838
+38,973
2592
$5.41M ﹤0.01%
+311,472
2593
$5.41M ﹤0.01%
1,013,670
+224,005
2594
$5.41M ﹤0.01%
1,197,652
+262,288
2595
$5.4M ﹤0.01%
222,813
-176,651
2596
$5.39M ﹤0.01%
83,225
-4,078
2597
$5.39M ﹤0.01%
138,064
+17,673
2598
$5.39M ﹤0.01%
105,878
+7,660
2599
$5.38M ﹤0.01%
109,640
-24,427
2600
$5.38M ﹤0.01%
305,398
-2,032,597