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
3051
$3.29M ﹤0.01%
220,388
-26,473
3052
$3.29M ﹤0.01%
128,336
-58,997
3053
$3.29M ﹤0.01%
62,904
+19,052
3054
$3.28M ﹤0.01%
265,731
+1,830
3055
$3.28M ﹤0.01%
161,073
+136,697
3056
$3.28M ﹤0.01%
92,224
+70,618
3057
$3.28M ﹤0.01%
136,301
+54,055
3058
$3.28M ﹤0.01%
135,460
+92,388
3059
$3.28M ﹤0.01%
608,128
-65,763
3060
$3.28M ﹤0.01%
746,113
+181,526
3061
$3.27M ﹤0.01%
30,437
-39,170
3062
$3.27M ﹤0.01%
168,741
-48,564
3063
$3.27M ﹤0.01%
12,110
+10,735
3064
$3.27M ﹤0.01%
405,951
-34,913
3065
$3.27M ﹤0.01%
77,337
+50,078
3066
$3.27M ﹤0.01%
50,485
+40,299
3067
$3.26M ﹤0.01%
186,589
-235,397
3068
$3.26M ﹤0.01%
175,837
+126,791
3069
$3.26M ﹤0.01%
51,666
+46,872
3070
$3.26M ﹤0.01%
228,655
-2,964
3071
$3.25M ﹤0.01%
371,297
+1,927
3072
$3.25M ﹤0.01%
106,085
+23,254
3073
$3.25M ﹤0.01%
39,337
+38,810
3074
$3.24M ﹤0.01%
149,491
+7,374
3075
$3.24M ﹤0.01%
134,060
-52,079
121 122
123
124 125