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
676
$69.9M 0.03%
1,923,612
-760,747
677
$69.8M 0.03%
3,426,472
-358,488
678
$69.7M 0.03%
2,639,653
-2,199,553
679
$69.4M 0.03%
1,011,428
+186,623
680
$69.4M 0.03%
3,940,576
-129,418
681
$69.3M 0.03%
1,415,144
+7,264
682
$69.3M 0.03%
4,644,864
-1,453,936
683
$69.1M 0.03%
947,480
-1,216,698
684
$68.9M 0.03%
3,916,437
-297,375
685
$68.9M 0.03%
1,508,972
+167,321
686
$68.7M 0.03%
3,186,851
+374,794
687
$68.5M 0.03%
3,168,573
+273,118
688
$68.3M 0.03%
110,279
+73,548
689
$68.1M 0.02%
873,222
+286,149
690
$68.1M 0.02%
693,877
-161,987
691
$68.1M 0.02%
2,997,453
+279,894
692
$68M 0.02%
1,493,705
+28,377
693
$67.6M 0.02%
2,492,090
+348,394
694
$67.6M 0.02%
581,518
-164,757
695
$67.5M 0.02%
711,541
+329,511
696
$67.3M 0.02%
1,430,657
-370,806
697
$67.2M 0.02%
2,673,447
-1,654,726
698
$66.9M 0.02%
2,635,103
-572,055
699
$66.7M 0.02%
3,987,256
+3,934,770
700
$66.6M 0.02%
868,756
+23,577
26 27
28
29 30