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
2951
$3.68M ﹤0.01%
54,796
-43,226
2952
$3.68M ﹤0.01%
40,718
+8,789
2953
$3.67M ﹤0.01%
123,388
+35,226
2954
$3.67M ﹤0.01%
154,728
+115,606
2955
$3.67M ﹤0.01%
154,690
+26,160
2956
$3.66M ﹤0.01%
33,361
-42,896
2957
$3.66M ﹤0.01%
87,418
+28,528
2958
$3.65M ﹤0.01%
440,106
+60,240
2959
$3.65M ﹤0.01%
149,172
-24,533
2960
$3.65M ﹤0.01%
69,568
-60,505
2961
$3.65M ﹤0.01%
418,823
+28,867
2962
$3.65M ﹤0.01%
115,060
+89,008
2963
$3.64M ﹤0.01%
67,457
-20,475
2964
$3.63M ﹤0.01%
228,120
-8,460
2965
$3.63M ﹤0.01%
161,315
+113,568
2966
$3.63M ﹤0.01%
243
-17
2967
$3.63M ﹤0.01%
264,321
+30,825
2968
$3.61M ﹤0.01%
150,087
+137,080
2969
$3.61M ﹤0.01%
210,477
-5,299
2970
$3.6M ﹤0.01%
135,482
+17,340
2971
$3.6M ﹤0.01%
446,743
-830,113
2972
$3.6M ﹤0.01%
147,124
+97,211
2973
$3.59M ﹤0.01%
84,849
+24,771
2974
$3.59M ﹤0.01%
266,271
+216,154
2975
$3.59M ﹤0.01%
367,555
+24,173
117 118
119
120 121