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
2801
$4.32M ﹤0.01%
92,138
+7,489
2802
$4.32M ﹤0.01%
177,775
-631
2803
$4.32M ﹤0.01%
+279,890
2804
$4.31M ﹤0.01%
95,916
-43,479
2805
$4.3M ﹤0.01%
503,802
-20,081
2806
$4.3M ﹤0.01%
118,744
+1,672
2807
$4.3M ﹤0.01%
167,898
-125,330
2808
$4.3M ﹤0.01%
225,420
-182,854
2809
$4.3M ﹤0.01%
115,669
+86,073
2810
$4.28M ﹤0.01%
48,407
-83,751
2811
$4.28M ﹤0.01%
24,104
-9,656
2812
$4.27M ﹤0.01%
222,372
-56,318
2813
$4.27M ﹤0.01%
432,775
+34,573
2814
$4.27M ﹤0.01%
810,118
+237,990
2815
$4.27M ﹤0.01%
216,559
-143
2816
$4.26M ﹤0.01%
307,040
+186,284
2817
$4.26M ﹤0.01%
180,289
+12,641
2818
$4.26M ﹤0.01%
55,663
-22,742
2819
$4.25M ﹤0.01%
242,054
+167,666
2820
$4.25M ﹤0.01%
528,831
-30,956
2821
$4.24M ﹤0.01%
178,500
-172,315
2822
$4.24M ﹤0.01%
61,864
-17,424
2823
$4.24M ﹤0.01%
2,437
+233
2824
$4.22M ﹤0.01%
24,844
-1,261
2825
$4.21M ﹤0.01%
104,966
+53,742
111 112
113
114 115