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
2776
$4.46M ﹤0.01%
270,896
+211,118
2777
$4.46M ﹤0.01%
726,819
+93,167
2778
$4.45M ﹤0.01%
301,873
-81,143
2779
$4.45M ﹤0.01%
235,087
+95,667
2780
$4.45M ﹤0.01%
93,376
+71,489
2781
$4.45M ﹤0.01%
334,467
+4,273
2782
$4.44M ﹤0.01%
220,938
+65,200
2783
$4.43M ﹤0.01%
23,977
+2,106
2784
$4.43M ﹤0.01%
394,870
-240,502
2785
$4.43M ﹤0.01%
163,389
+76,625
2786
$4.43M ﹤0.01%
12,375
+1,869
2787
$4.42M ﹤0.01%
212,921
+49,394
2788
$4.41M ﹤0.01%
314,684
-10,479
2789
$4.4M ﹤0.01%
130,810
-126,658
2790
$4.4M ﹤0.01%
170,132
-196,324
2791
$4.4M ﹤0.01%
1,466,200
-2,540
2792
$4.39M ﹤0.01%
208,699
+58,504
2793
$4.39M ﹤0.01%
323,358
-286,725
2794
$4.39M ﹤0.01%
1,046
+313
2795
$4.39M ﹤0.01%
108,383
+41,636
2796
$4.38M ﹤0.01%
169,032
+154,981
2797
$4.38M ﹤0.01%
148,511
+80,199
2798
$4.34M ﹤0.01%
86,624
+10,980
2799
$4.34M ﹤0.01%
68,373
+37,732
2800
$4.33M ﹤0.01%
317,868
-886,385
110 111
112
113 114