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
851
$50.9M 0.02%
1,160,635
-881,925
852
$50.9M 0.02%
846,741
-68,719
853
$50.8M 0.02%
719,674
+629,799
854
$50.8M 0.02%
1,820,372
+916,072
855
$50.8M 0.02%
1,673,364
-650,413
856
$50.5M 0.02%
1,753,305
+65,810
857
$50.5M 0.02%
775,850
-385,591
858
$50.4M 0.02%
1,719,312
+1,166,005
859
$50.3M 0.02%
977,813
-646,596
860
$50.3M 0.02%
3,444,216
+1,698,394
861
$50.2M 0.02%
1,941,063
+944,703
862
$50.1M 0.02%
689,595
-94,220
863
$50.1M 0.02%
3,035,647
+309,532
864
$50.1M 0.02%
2,718,028
-1,277,179
865
$50M 0.02%
1,389,408
-161,206
866
$49.8M 0.02%
658,578
-222,790
867
$49.8M 0.02%
614,907
-34,465
868
$49.7M 0.02%
560,414
+130,147
869
$49.6M 0.02%
5,402,045
-743,580
870
$49.6M 0.02%
896,402
+112,881
871
$49.5M 0.02%
869,635
-194,923
872
$49.5M 0.02%
1,055,976
+221,858
873
$49.5M 0.02%
924,101
-237,976
874
$49.4M 0.02%
1,266,307
+145,313
875
$49M 0.02%
3,738,451
+470,847
33 34
35
36 37