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
576
$85.4M 0.03%
800,991
+31,933
577
$85.3M 0.03%
3,959,579
+2,662,234
578
$85M 0.03%
1,433,178
+1,051,225
579
$85M 0.03%
1,840,139
+970,750
580
$85M 0.03%
1,834,914
-26,489
581
$84.5M 0.03%
2,413,775
+658,696
582
$84.3M 0.03%
1,448,774
-428,588
583
$84.2M 0.03%
1,544,255
+162,880
584
$84.1M 0.03%
2,689,248
+232,936
585
$84M 0.03%
2,115,635
-118,525
586
$83.9M 0.03%
11,560,611
+7,187,940
587
$83.7M 0.03%
3,261,035
+290,694
588
$83.7M 0.03%
1,985,297
-237,835
589
$83.6M 0.03%
555,992
+107,682
590
$83.6M 0.03%
645,362
+39,740
591
$83.5M 0.03%
2,138,156
-141,741
592
$83.4M 0.03%
560,368
+201,342
593
$83.2M 0.03%
4,074,081
+1,579,674
594
$83.1M 0.03%
3,755,572
-1,824,703
595
$82.9M 0.03%
1,266,178
+266,478
596
$82.9M 0.03%
1,376,447
-143,859
597
$82.8M 0.03%
3,178,320
+2,303,888
598
$82.6M 0.03%
2,909,967
+2,889,013
599
$81.8M 0.03%
1,127,201
-475,281
600
$81.7M 0.03%
2,014,203
+509,493
22 23
24
25 26