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
376
$152M 0.06%
9,711,962
-583,630
377
$152M 0.06%
3,322,907
+862,995
378
$152M 0.06%
3,306,001
+112,692
379
$151M 0.06%
1,022,049
-51,256
380
$150M 0.06%
1,318,679
+27,224
381
$150M 0.06%
6,377,317
-15,555
382
$149M 0.05%
2,174,359
+227,627
383
$149M 0.05%
1,407,380
-308,891
384
$149M 0.05%
1,580,227
+135,923
385
$148M 0.05%
1,942,807
+333,534
386
$147M 0.05%
649,448
+574,471
387
$147M 0.05%
27,987,240
+4,671,653
388
$147M 0.05%
3,061,384
+253,370
389
$146M 0.05%
3,331,639
-440,963
390
$146M 0.05%
1,644,019
+277,310
391
$146M 0.05%
1,158,199
-64,474
392
$146M 0.05%
1,630,997
+47,983
393
$146M 0.05%
1,394,769
+448,760
394
$145M 0.05%
7,610,474
-126,211
395
$144M 0.05%
5,580,724
-274,694
396
$144M 0.05%
1,412,524
+178,841
397
$144M 0.05%
2,523,642
-444,856
398
$143M 0.05%
3,522,351
-5,649,645
399
$142M 0.05%
3,967,494
+614,697
400
$142M 0.05%
1,133,424
+447,629
14 15
16
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