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
1076
$34.3M 0.01%
631,358
+302,006
1077
$34.2M 0.01%
1,913,036
+311,183
1078
$34.2M 0.01%
437,837
+163,663
1079
$34.1M 0.01%
779,695
+49,367
1080
$34.1M 0.01%
822,906
+136,334
1081
$34.1M 0.01%
2,506,380
-58,479
1082
$34M 0.01%
1,337,079
-128,033
1083
$33.9M 0.01%
1,719,548
+387,988
1084
$33.9M 0.01%
986,674
+217,032
1085
$33.8M 0.01%
7,403,919
+791,221
1086
$33.7M 0.01%
284,086
+26,947
1087
$33.7M 0.01%
718,700
+120,828
1088
$33.7M 0.01%
3,150,483
+1,305,067
1089
$33.7M 0.01%
555,117
-430,360
1090
$33.6M 0.01%
2,317,936
-634,719
1091
$33.6M 0.01%
298,534
-42,250
1092
$33.5M 0.01%
300,367
+122,393
1093
$33.5M 0.01%
5,605,196
-35,623
1094
$33.5M 0.01%
418,111
-180,602
1095
$33.5M 0.01%
1,849,289
-269,273
1096
$33.5M 0.01%
1,085,744
-44,276
1097
$33.5M 0.01%
1,224,527
+593,839
1098
$33.4M 0.01%
3,027,727
+105,681
1099
$33.2M 0.01%
113,096
-10,359
1100
$33.2M 0.01%
3,913,151
+26,995
42 43
44
45 46