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
2926
$3.79M ﹤0.01%
82,454
+76,374
2927
$3.79M ﹤0.01%
113,184
+75,897
2928
$3.79M ﹤0.01%
52,906
+31,550
2929
$3.79M ﹤0.01%
195,091
-378,209
2930
$3.78M ﹤0.01%
157,953
+41,502
2931
$3.78M ﹤0.01%
193,394
-45,827
2932
$3.77M ﹤0.01%
176,518
+64,288
2933
$3.77M ﹤0.01%
53,953
+10,833
2934
$3.77M ﹤0.01%
329,737
+98,131
2935
$3.75M ﹤0.01%
278,522
-19,121
2936
$3.75M ﹤0.01%
244,605
+126,088
2937
$3.73M ﹤0.01%
116,793
+116,728
2938
$3.73M ﹤0.01%
146,066
+65,852
2939
$3.72M ﹤0.01%
220,112
+8,244
2940
$3.72M ﹤0.01%
60,213
-49,749
2941
$3.72M ﹤0.01%
+96,128
2942
$3.72M ﹤0.01%
68,247
-20,636
2943
$3.71M ﹤0.01%
149,578
+2,596
2944
$3.71M ﹤0.01%
1,389,838
-1,075,579
2945
$3.7M ﹤0.01%
223,921
-236,189
2946
$3.69M ﹤0.01%
243,205
+78,889
2947
$3.69M ﹤0.01%
121,514
-693,471
2948
$3.69M ﹤0.01%
310,390
+24,907
2949
$3.69M ﹤0.01%
1,057,090
+433,820
2950
$3.68M ﹤0.01%
256,911
+21,298
116 117
118
119 120