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
1151
$30.9M 0.01%
571,453
-184,022
1152
$30.8M 0.01%
876,308
+457,128
1153
$30.8M 0.01%
866,842
+70,398
1154
$30.7M 0.01%
1,260,355
-270,185
1155
$30.6M 0.01%
1,826,801
+242,152
1156
$30.6M 0.01%
197,381
-38,344
1157
$30.5M 0.01%
452,973
+250,264
1158
$30.5M 0.01%
482,766
+110,610
1159
$30.5M 0.01%
733,800
+293,709
1160
$30.5M 0.01%
21,342
-9,762
1161
$30.4M 0.01%
327,468
+529
1162
$30.3M 0.01%
708,325
+666,534
1163
$30.3M 0.01%
3,031,407
+63,065
1164
$30.3M 0.01%
234,607
+40,506
1165
$30.1M 0.01%
+3,980,894
1166
$30M 0.01%
2,429,302
+31,864
1167
$30M 0.01%
491,630
-20,711
1168
$29.8M 0.01%
740,134
+198,931
1169
$29.8M 0.01%
580,219
-308,817
1170
$29.8M 0.01%
615,698
-258,880
1171
$29.8M 0.01%
1,636,146
+424,907
1172
$29.7M 0.01%
442,274
+77,658
1173
$29.7M 0.01%
545,218
-96,243
1174
$29.6M 0.01%
404,334
+48,240
1175
$29.4M 0.01%
1,003,531
+201,778
45 46
47
48 49