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
1251
$26.3M 0.01%
422,616
+112,546
1252
$26.3M 0.01%
439,249
+36,148
1253
$26.3M 0.01%
1,920,529
+529,005
1254
$26.2M 0.01%
608,372
+135,673
1255
$26.2M 0.01%
3,002,564
+115,725
1256
$26.1M 0.01%
493,003
+149,738
1257
$26.1M 0.01%
455,486
+55,230
1258
$26.1M 0.01%
1,182,180
+625,788
1259
$26.1M 0.01%
207,362
+68,280
1260
$26M 0.01%
446,487
+20,463
1261
$26M 0.01%
610,029
+16,557
1262
$25.9M 0.01%
485,959
-323
1263
$25.9M 0.01%
231,236
+20,927
1264
$25.8M 0.01%
540,071
+66,688
1265
$25.8M 0.01%
552,147
-14,280
1266
$25.8M 0.01%
1,572,295
-130,549
1267
$25.8M 0.01%
2,452,219
-733,274
1268
$25.8M 0.01%
516,218
+228,526
1269
$25.7M 0.01%
146,939
-17,352
1270
$25.7M 0.01%
1,087,332
-33,542
1271
$25.7M 0.01%
678,014
+38,369
1272
$25.6M 0.01%
435,654
+61,096
1273
$25.6M 0.01%
1,247,119
-239,947
1274
$25.5M 0.01%
1,068,074
+79,044
1275
$25.4M 0.01%
371,929
-106,301
49 50
51
52 53