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
901
$46.9M 0.02%
1,791,951
+84,100
902
$46.8M 0.02%
382,680
+28,478
903
$46.8M 0.02%
1,046,697
-768,011
904
$46.5M 0.02%
3,929,269
-675,001
905
$46.5M 0.02%
1,452,238
-1,258,115
906
$46.3M 0.02%
1,860,633
+1,152,156
907
$46.2M 0.02%
1,191,678
+37,653
908
$46.2M 0.02%
2,186,615
-244,270
909
$46.2M 0.02%
3,936,302
+29,246
910
$46.1M 0.02%
3,779,772
+44,605
911
$45.9M 0.02%
795,990
+137,924
912
$45.7M 0.02%
1,421,587
+371,344
913
$45.7M 0.02%
1,608,624
+1,048,003
914
$45.6M 0.02%
6,015,661
-5,981,355
915
$45.6M 0.02%
1,476,246
+447,879
916
$45.6M 0.02%
2,015,077
+1,144,110
917
$45.3M 0.02%
999,275
+17,567
918
$45.2M 0.02%
960,190
-212,306
919
$45.1M 0.02%
1,067,484
+12,418
920
$45M 0.02%
591,931
+106,022
921
$44.8M 0.02%
877,225
+159,170
922
$44.7M 0.02%
421,922
+114,393
923
$44.7M 0.02%
1,285,797
-206,399
924
$44.6M 0.02%
833,369
+189,151
925
$44.4M 0.02%
879,706
+144,997
35 36
37
38 39