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
2851
$4.09M ﹤0.01%
79,817
+60,930
2852
$4.09M ﹤0.01%
96,915
+13,027
2853
$4.09M ﹤0.01%
222,530
+178,910
2854
$4.09M ﹤0.01%
116,525
+102,581
2855
$4.08M ﹤0.01%
325,883
+214,391
2856
$4.08M ﹤0.01%
151,752
+17,244
2857
$4.08M ﹤0.01%
138,934
+112,807
2858
$4.07M ﹤0.01%
54,366
+24,458
2859
$4.07M ﹤0.01%
252,103
+10,786
2860
$4.07M ﹤0.01%
208,768
+9,288
2861
$4.06M ﹤0.01%
160,284
-208,186
2862
$4.06M ﹤0.01%
143,556
-543,890
2863
$4.06M ﹤0.01%
181,721
+146,766
2864
$4.05M ﹤0.01%
165,000
-81,843
2865
$4.05M ﹤0.01%
282,234
+42,270
2866
$4.05M ﹤0.01%
1,597,194
-1,205,442
2867
$4.04M ﹤0.01%
99,984
-42,965
2868
$4.03M ﹤0.01%
291,475
-1,423
2869
$4.03M ﹤0.01%
167,694
+78,815
2870
$4.02M ﹤0.01%
295,284
+52,367
2871
$4.02M ﹤0.01%
226,833
+53,430
2872
$4.02M ﹤0.01%
89,355
+39,117
2873
$4.01M ﹤0.01%
180,547
+44,478
2874
$4.01M ﹤0.01%
113,054
+68,723
2875
$4.01M ﹤0.01%
11,791
+1,443
113 114
115
116 117