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
2701
$4.83M ﹤0.01%
88,865
-1,278
2702
$4.82M ﹤0.01%
129,994
+36,627
2703
$4.81M ﹤0.01%
79,622
-29,583
2704
$4.8M ﹤0.01%
262,235
+185,143
2705
$4.79M ﹤0.01%
397,707
-56,123
2706
$4.79M ﹤0.01%
173,045
+13,252
2707
$4.79M ﹤0.01%
126,524
+11,564
2708
$4.78M ﹤0.01%
11,526
+3,178
2709
$4.78M ﹤0.01%
1,047,210
+125,717
2710
$4.77M ﹤0.01%
287,595
-712,117
2711
$4.77M ﹤0.01%
80,953
-1,787
2712
$4.76M ﹤0.01%
500,130
+136,515
2713
$4.75M ﹤0.01%
84,216
-85,702
2714
$4.75M ﹤0.01%
96,570
-23,528
2715
$4.75M ﹤0.01%
369,914
+21,072
2716
$4.74M ﹤0.01%
374,358
+1,104
2717
$4.74M ﹤0.01%
571,400
-19,610
2718
$4.73M ﹤0.01%
168,572
+26,615
2719
$4.71M ﹤0.01%
124,392
-476,646
2720
$4.7M ﹤0.01%
81,740
-33,662
2721
$4.7M ﹤0.01%
4,495
+1,322
2722
$4.7M ﹤0.01%
104,869
-93,722
2723
$4.7M ﹤0.01%
96,284
-4,602,626
2724
$4.69M ﹤0.01%
116,388
-7,382
2725
$4.68M ﹤0.01%
+6,847
107 108
109
110 111