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
1276
$25.4M 0.01%
2,182,072
+728,994
1277
$25.4M 0.01%
453,596
+173,474
1278
$25.3M 0.01%
548,718
+92,776
1279
$25.3M 0.01%
1,836,450
+1,497,786
1280
$25.3M 0.01%
534,854
+21,297
1281
$25.3M 0.01%
1,102,614
+138,302
1282
$25.3M 0.01%
1,199,082
-500,038
1283
$25.3M 0.01%
363,566
+46,002
1284
$25.3M 0.01%
669,081
+362,295
1285
$25.3M 0.01%
939,050
+165,648
1286
$25.2M 0.01%
1,163,190
+161,630
1287
$25.1M 0.01%
196,254
+191,421
1288
$25M 0.01%
1,509,600
-57,514
1289
$25M 0.01%
1,902,920
+1,176,898
1290
$25M 0.01%
865,873
+287,648
1291
$25M 0.01%
745,748
-451,188
1292
$24.9M 0.01%
857,665
-78,596
1293
$24.9M 0.01%
807,184
-353,125
1294
$24.9M 0.01%
143,240
+143,049
1295
$24.8M 0.01%
488,066
-73,630
1296
$24.8M 0.01%
1,496,738
-428,317
1297
$24.8M 0.01%
942,534
+163,831
1298
$24.8M 0.01%
973,790
+432,162
1299
$24.7M 0.01%
487,634
-205,705
1300
$24.7M 0.01%
420,899
+215,415
50 51
52
53 54