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
2901
$3.89M ﹤0.01%
+274,553
2902
$3.88M ﹤0.01%
196,252
-84,017
2903
$3.88M ﹤0.01%
133,046
+74,566
2904
$3.87M ﹤0.01%
275,502
-47,402
2905
$3.86M ﹤0.01%
187,220
-22,020
2906
$3.86M ﹤0.01%
11,518
+9,321
2907
$3.86M ﹤0.01%
272,685
-165,912
2908
$3.85M ﹤0.01%
136,621
+61,437
2909
$3.85M ﹤0.01%
261,343
-14,980
2910
$3.85M ﹤0.01%
289,926
+59,646
2911
$3.85M ﹤0.01%
234,889
-11,951
2912
$3.85M ﹤0.01%
36,335
-1,783
2913
$3.85M ﹤0.01%
388,013
+29,733
2914
$3.84M ﹤0.01%
290,399
+164,195
2915
$3.84M ﹤0.01%
160,629
-138,620
2916
$3.83M ﹤0.01%
68,942
+2,731
2917
$3.83M ﹤0.01%
218,153
+46,445
2918
$3.83M ﹤0.01%
72,658
+2,260
2919
$3.83M ﹤0.01%
172,664
+18,257
2920
$3.82M ﹤0.01%
251,494
+125,471
2921
$3.81M ﹤0.01%
624,879
-11,495
2922
$3.8M ﹤0.01%
1,545,237
+1,296,337
2923
$3.8M ﹤0.01%
113,467
-38,391
2924
$3.8M ﹤0.01%
74,348
-161,064
2925
$3.8M ﹤0.01%
478,379
-18,829
115 116
117
118 119