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
2626
$5.25M ﹤0.01%
83,013
+14,877
2627
$5.24M ﹤0.01%
641,780
+212,547
2628
$5.24M ﹤0.01%
211,988
-300,416
2629
$5.24M ﹤0.01%
621,551
-271,487
2630
$5.24M ﹤0.01%
133,454
-94,340
2631
$5.24M ﹤0.01%
441,181
+3,568
2632
$5.23M ﹤0.01%
377,651
-398,308
2633
$5.23M ﹤0.01%
577,832
+6,604
2634
$5.23M ﹤0.01%
316,298
-329,717
2635
$5.22M ﹤0.01%
110,540
+35,775
2636
$5.21M ﹤0.01%
44,885
+6,475
2637
$5.21M ﹤0.01%
317,779
+210,557
2638
$5.21M ﹤0.01%
105,846
+34,152
2639
$5.2M ﹤0.01%
121,861
+88,098
2640
$5.2M ﹤0.01%
233,497
+158,632
2641
$5.19M ﹤0.01%
366,818
-55,043
2642
$5.19M ﹤0.01%
103,827
-2,062
2643
$5.19M ﹤0.01%
80,049
+54,898
2644
$5.19M ﹤0.01%
403,485
+149,440
2645
$5.19M ﹤0.01%
+655,806
2646
$5.18M ﹤0.01%
189,050
-70,395
2647
$5.18M ﹤0.01%
362,444
-64,830
2648
$5.17M ﹤0.01%
144,316
-9,752
2649
$5.17M ﹤0.01%
100,081
-152,274
2650
$5.17M ﹤0.01%
388,067
+70,354