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
451
$119M 0.04%
2,440,512
+99,874
452
$118M 0.04%
16,268,497
-1,116,945
453
$118M 0.04%
9,225,753
-391,042
454
$118M 0.04%
1,699,046
-199,913
455
$118M 0.04%
5,139,821
-33,966
456
$117M 0.04%
3,224,806
+33,858
457
$117M 0.04%
2,995,851
+1,299,187
458
$117M 0.04%
1,496,766
+250,247
459
$116M 0.04%
2,628,290
+30,770
460
$114M 0.04%
2,298,582
+316,106
461
$114M 0.04%
945,511
-133,935
462
$114M 0.04%
2,219,351
-58,004
463
$113M 0.04%
4,284,038
-309,717
464
$113M 0.04%
1,392,659
+471,481
465
$113M 0.04%
3,443,916
+1,192,533
466
$113M 0.04%
4,825,784
+504,891
467
$112M 0.04%
2,350,904
+648,678
468
$112M 0.04%
1,542,460
-53,811
469
$112M 0.04%
2,026,152
+826,508
470
$111M 0.04%
2,169,805
+19,010
471
$111M 0.04%
2,440,793
+302,985
472
$111M 0.04%
1,892,886
+1,363,473
473
$110M 0.04%
2,445,800
+1,693,590
474
$110M 0.04%
1,055,230
+393,131
475
$110M 0.04%
+2,815,847
17 18
19
20 21