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
2601
$5.38M ﹤0.01%
358,514
+5,810
2602
$5.37M ﹤0.01%
101,334
+2,729
2603
$5.36M ﹤0.01%
219,607
-386,592
2604
$5.36M ﹤0.01%
352,192
+207,742
2605
$5.36M ﹤0.01%
1,722,797
+51,692
2606
$5.36M ﹤0.01%
161,367
-27,600
2607
$5.36M ﹤0.01%
191,865
+64,365
2608
$5.35M ﹤0.01%
169,028
-14,098
2609
$5.35M ﹤0.01%
657,586
+69,995
2610
$5.35M ﹤0.01%
44,138
+12,333
2611
$5.35M ﹤0.01%
63,491
+29,764
2612
$5.35M ﹤0.01%
249,505
+85,118
2613
$5.34M ﹤0.01%
1,893,565
-3,480,739
2614
$5.33M ﹤0.01%
224,926
-39,874
2615
$5.33M ﹤0.01%
54,719
-6,454
2616
$5.33M ﹤0.01%
153,499
+72,253
2617
$5.32M ﹤0.01%
47,952
-62,512
2618
$5.3M ﹤0.01%
120,391
+100,187
2619
$5.3M ﹤0.01%
1,009,234
+925,227
2620
$5.29M ﹤0.01%
400,412
+5,964
2621
$5.28M ﹤0.01%
162,150
+88,032
2622
$5.28M ﹤0.01%
231,723
+14,298
2623
$5.28M ﹤0.01%
378,661
+5,787
2624
$5.25M ﹤0.01%
75,099
-64,143
2625
$5.25M ﹤0.01%
113,935
+23,478