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
2676
$5.01M ﹤0.01%
244,657
+203,671
2677
$5.01M ﹤0.01%
579,564
-52,684
2678
$5M ﹤0.01%
245,654
-636,496
2679
$5M ﹤0.01%
599,811
-9,307
2680
$4.99M ﹤0.01%
129,105
+14,324
2681
$4.99M ﹤0.01%
1,475,503
+828,718
2682
$4.98M ﹤0.01%
253,635
-199,052
2683
$4.97M ﹤0.01%
292,174
+69,557
2684
$4.96M ﹤0.01%
283,423
-16,051
2685
$4.95M ﹤0.01%
163,855
+12,978
2686
$4.93M ﹤0.01%
22,910
+1,888
2687
$4.92M ﹤0.01%
95,954
+5,134
2688
$4.92M ﹤0.01%
200,041
+26,573
2689
$4.91M ﹤0.01%
258,464
-48,770
2690
$4.87M ﹤0.01%
129,035
+21,687
2691
$4.87M ﹤0.01%
165,280
-6,054
2692
$4.87M ﹤0.01%
95,576
+69,109
2693
$4.87M ﹤0.01%
129,928
-2,802
2694
$4.86M ﹤0.01%
173,746
+8,742
2695
$4.85M ﹤0.01%
777,245
-46,073
2696
$4.84M ﹤0.01%
112,168
-49,494
2697
$4.84M ﹤0.01%
179,903
+16,696
2698
$4.83M ﹤0.01%
463,261
+52,123
2699
$4.83M ﹤0.01%
141,017
+28,882
2700
$4.83M ﹤0.01%
126,044
+1,010
106 107
108
109 110