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
3026
$3.36M ﹤0.01%
69,429
+63,324
3027
$3.36M ﹤0.01%
232,342
-108,985
3028
$3.36M ﹤0.01%
131,288
-34,472
3029
$3.35M ﹤0.01%
263,986
+19,860
3030
$3.35M ﹤0.01%
68,962
+2,892
3031
$3.35M ﹤0.01%
254,056
-39,674
3032
$3.35M ﹤0.01%
4,216
+3,675
3033
$3.34M ﹤0.01%
244,641
-36,352
3034
$3.34M ﹤0.01%
180,370
-37,127
3035
$3.34M ﹤0.01%
105,711
-7,309
3036
$3.34M ﹤0.01%
137,504
+126,980
3037
$3.34M ﹤0.01%
+277,488
3038
$3.33M ﹤0.01%
77,087
+49,568
3039
$3.33M ﹤0.01%
179,051
+85,736
3040
$3.33M ﹤0.01%
228,061
+27,243
3041
$3.33M ﹤0.01%
203,371
-375,680
3042
$3.32M ﹤0.01%
234,996
+14,411
3043
$3.32M ﹤0.01%
91,145
-46,812
3044
$3.31M ﹤0.01%
30,106
+9,694
3045
$3.3M ﹤0.01%
226,048
+54,229
3046
$3.3M ﹤0.01%
1,080,782
+199,024
3047
$3.3M ﹤0.01%
555,555
3048
$3.3M ﹤0.01%
241,398
-96,360
3049
$3.3M ﹤0.01%
130,681
+58,127
3050
$3.29M ﹤0.01%
370,102
-78,517
120 121
122
123 124