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
301
$191M 0.07%
838,844
+85,375
302
$191M 0.07%
3,417,943
+618,695
303
$190M 0.07%
20,062,573
+1,627,003
304
$189M 0.07%
2,494,940
-4,674
305
$189M 0.07%
3,768,334
-496,632
306
$185M 0.07%
4,876,000
+895,905
307
$185M 0.07%
3,728,431
-836,930
308
$184M 0.07%
3,010,654
+27,264
309
$183M 0.07%
2,550,717
-404,358
310
$182M 0.07%
6,873,728
+1,074,312
311
$181M 0.07%
17,933,485
-1,147,629
312
$181M 0.07%
1,561,226
+128,693
313
$181M 0.07%
1,570,559
+1,287,383
314
$180M 0.07%
5,693,006
+556,669
315
$180M 0.07%
1,370,169
-263,092
316
$179M 0.07%
3,041,388
+319,450
317
$179M 0.07%
3,278,326
+311,838
318
$179M 0.07%
2,351,560
-199,217
319
$179M 0.07%
10,537,268
-5,701,874
320
$179M 0.07%
1,422,456
+342,199
321
$179M 0.07%
3,345,170
-109,883
322
$178M 0.07%
2,381,070
+525,977
323
$177M 0.06%
33,961,303
+7,388,701
324
$176M 0.06%
7,623,074
+2,533,090
325
$176M 0.06%
6,757,060
+1,532,644
11 12
13
14 15