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
1226
$27.1M 0.01%
533,789
-64,040
1227
$27.1M 0.01%
1,299,754
+754,986
1228
$27.1M 0.01%
3,185,039
+1,101,183
1229
$27.1M 0.01%
2,804,492
+85,600
1230
$27.1M 0.01%
2,192,651
+2,023,703
1231
$27M 0.01%
1,049,412
-219,990
1232
$27M 0.01%
225,280
-97,073
1233
$26.9M 0.01%
849,706
+837,655
1234
$26.8M 0.01%
2,387,709
+124,870
1235
$26.8M 0.01%
637,766
-82,617
1236
$26.8M 0.01%
138,192
-186,405
1237
$26.8M 0.01%
968,241
-9,274
1238
$26.6M 0.01%
1,357,476
+465,840
1239
$26.6M 0.01%
2,333,733
+136,313
1240
$26.6M 0.01%
1,022,076
+276,883
1241
$26.6M 0.01%
569,181
+1,440
1242
$26.5M 0.01%
615,820
+228,321
1243
$26.5M 0.01%
1,744,242
+860,382
1244
$26.4M 0.01%
146,487
-72,389
1245
$26.4M 0.01%
603,660
-131,692
1246
$26.4M 0.01%
432,245
+216,847
1247
$26.4M 0.01%
1,274,314
-35,393
1248
$26.4M 0.01%
1,473,094
+1,236,366
1249
$26.3M 0.01%
668,450
-8,820
1250
$26.3M 0.01%
1,182,393
+215,374
48 49
50
51 52