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
251
$245M 0.09%
3,416,805
-403,041
252
$245M 0.09%
3,545,027
+914,097
253
$244M 0.09%
2,886,175
-121,372
254
$244M 0.09%
925,725
-64,722
255
$244M 0.09%
5,357,141
+221,898
256
$243M 0.09%
3,086,139
+1,083,449
257
$243M 0.09%
3,614,655
+304,890
258
$242M 0.09%
3,983,626
+167,803
259
$242M 0.09%
3,780,374
+18,712
260
$241M 0.09%
4,700,142
+334,508
261
$239M 0.09%
+7,808,315
262
$239M 0.09%
2,129,394
-148,832
263
$238M 0.09%
1,121,170
+628,382
264
$238M 0.09%
1,732,928
+650,541
265
$237M 0.09%
3,215,739
+279,012
266
$231M 0.08%
6,465,304
+1,323,669
267
$231M 0.08%
2,602,985
-90,777
268
$230M 0.08%
4,098,177
+1,953,328
269
$230M 0.08%
5,820,828
+1,093,912
270
$230M 0.08%
2,776,506
+263,741
271
$229M 0.08%
3,731,100
+434,231
272
$225M 0.08%
2,725,072
-901,271
273
$224M 0.08%
16,496,670
-216,615
274
$221M 0.08%
9,480,508
-123,955
275
$221M 0.08%
3,557,688
-693,654
9 10
11
12 13