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
1351
$23.4M 0.01%
670,276
-777,930
1352
$23.3M 0.01%
2,040,039
-67,133
1353
$23.3M 0.01%
1,013,874
+151,353
1354
$23.3M 0.01%
732,893
-353,040
1355
$23.3M 0.01%
423,765
+263,169
1356
$23.2M 0.01%
540,178
-63,428
1357
$23.2M 0.01%
1,038,009
-194,329
1358
$23.2M 0.01%
1,022,506
+233,083
1359
$23.1M 0.01%
467,239
+167,457
1360
$23.1M 0.01%
621,857
+182,240
1361
$23.1M 0.01%
172,882
-219,783
1362
$23M 0.01%
438,504
-62,472
1363
$23M 0.01%
484,917
+361,187
1364
$23M 0.01%
461,916
+26,822
1365
$23M 0.01%
1,933,608
+38,068
1366
$23M 0.01%
928,015
+644,664
1367
$23M 0.01%
380,184
+7,553
1368
$22.9M 0.01%
+504,429
1369
$22.9M 0.01%
370,993
-540,844
1370
$22.9M 0.01%
968,443
+135,024
1371
$22.9M 0.01%
900,271
+201,864
1372
$22.8M 0.01%
2,335,445
-368,945
1373
$22.8M 0.01%
99,869
+43,842
1374
$22.8M 0.01%
1,745,417
-631,397
1375
$22.7M 0.01%
642,394
-359,823
53 54
55
56 57