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
1426
$21.5M 0.01%
516,414
+243,898
1427
$21.5M 0.01%
516,855
-44,823
1428
$21.5M 0.01%
231,591
+89,124
1429
$21.5M 0.01%
810,063
-44,656
1430
$21.5M 0.01%
224,443
+59,075
1431
$21.5M 0.01%
1,039,858
+51,475
1432
$21.5M 0.01%
526,322
+76,857
1433
$21.4M 0.01%
480,259
-17,879
1434
$21.4M 0.01%
553,019
-513,652
1435
$21.4M 0.01%
2,992,370
+2,178,752
1436
$21.4M 0.01%
481,089
-36,263
1437
$21.3M 0.01%
517,044
-211,543
1438
$21.3M 0.01%
353,293
-31,989
1439
$21.3M 0.01%
839,274
+773,309
1440
$21.3M 0.01%
1,537,676
+192,085
1441
$21.3M 0.01%
151,070
-32,908
1442
$21.2M 0.01%
574,908
+90,811
1443
$21.1M 0.01%
490,706
+192,126
1444
$21.1M 0.01%
62,399
+28,092
1445
$21.1M 0.01%
927,804
+49,322
1446
$21.1M 0.01%
1,528,756
+280,987
1447
$21M 0.01%
843,753
-146,178
1448
$21M 0.01%
209,835
+15,836
1449
$20.9M 0.01%
600,730
+71,480
1450
$20.9M 0.01%
139,371
-74,653
56 57
58
59 60