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
1051
$36M 0.01%
1,402,485
+34,978
1052
$36M 0.01%
724,520
-137,726
1053
$36M 0.01%
2,518,017
+26,361
1054
$35.9M 0.01%
1,856,150
+204,437
1055
$35.9M 0.01%
2,810,422
-1,248,814
1056
$35.9M 0.01%
284,184
+84,968
1057
$35.8M 0.01%
982,424
+308,877
1058
$35.7M 0.01%
1,689,915
+125,667
1059
$35.6M 0.01%
649,024
+15,466
1060
$35.5M 0.01%
1,187,583
+787,929
1061
$35.4M 0.01%
733,259
-45,083
1062
$35.4M 0.01%
1,497,653
-106,460
1063
$35.4M 0.01%
303,018
+110,007
1064
$35.3M 0.01%
787,845
+364,334
1065
$35.3M 0.01%
635,109
-264,705
1066
$35.2M 0.01%
875,524
+229,290
1067
$35.2M 0.01%
2,237,886
+549,569
1068
$35M 0.01%
1,831,681
+147,087
1069
$35M 0.01%
912,469
+194,983
1070
$34.9M 0.01%
893,225
-73,311
1071
$34.8M 0.01%
1,628,603
-878,055
1072
$34.6M 0.01%
641,518
+26,534
1073
$34.5M 0.01%
445,408
-13,812
1074
$34.4M 0.01%
883,393
+28,726
1075
$34.4M 0.01%
432,488
+105,983
41 42
43
44 45