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
351
$163M 0.06%
3,128,750
+978,453
352
$163M 0.06%
2,483,886
+330,700
353
$163M 0.06%
3,617,679
-163,185
354
$163M 0.06%
2,012,968
+629,205
355
$162M 0.06%
9,006,568
-1,564,482
356
$162M 0.06%
1,598,501
-161,984
357
$161M 0.06%
9,037,827
-4,649,074
358
$161M 0.06%
3,015,385
+801,855
359
$160M 0.06%
9,000,128
-944,418
360
$159M 0.06%
4,191,916
+414,560
361
$159M 0.06%
5,102,046
-1,618,336
362
$159M 0.06%
15,792,720
+2,548,210
363
$159M 0.06%
3,445,464
-183,438
364
$158M 0.06%
13,291,524
+1,840,852
365
$158M 0.06%
6,798,468
-736,595
366
$157M 0.06%
4,910,284
-59,286
367
$156M 0.06%
2,329,674
-194,451
368
$155M 0.06%
1,522,787
+96,767
369
$155M 0.06%
8,442,682
-1,271,592
370
$155M 0.06%
2,134,123
+1,136,692
371
$155M 0.06%
11,320,400
+6,423,550
372
$154M 0.06%
2,005,107
+215,736
373
$154M 0.06%
3,273,349
+406,257
374
$153M 0.06%
3,673,328
+757,020
375
$153M 0.06%
5,064,801
+318,961
13 14
15
16 17