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
1551
$17.7M 0.01%
1,067,870
+97,295
1552
$17.7M 0.01%
179,001
-35,204
1553
$17.7M 0.01%
991,995
+964,101
1554
$17.7M 0.01%
1,122,419
+28,215
1555
$17.7M 0.01%
1,646,333
-124,443
1556
$17.7M 0.01%
535,228
+388,772
1557
$17.6M 0.01%
338,331
+41,078
1558
$17.5M 0.01%
230,221
+186,202
1559
$17.5M 0.01%
328,434
-52,271
1560
$17.4M 0.01%
317,467
+22,973
1561
$17.4M 0.01%
215,349
+42,404
1562
$17.4M 0.01%
946,123
+315,119
1563
$17.4M 0.01%
1,945,521
+419,195
1564
$17.3M 0.01%
282,932
+50,395
1565
$17.2M 0.01%
1,048,940
-262,549
1566
$17.2M 0.01%
612,185
+6,792
1567
$17.1M 0.01%
423,781
+240,603
1568
$17.1M 0.01%
215,101
-290,973
1569
$17.1M 0.01%
365,768
+204,927
1570
$17.1M 0.01%
201,578
-64,772
1571
$17.1M 0.01%
1,188,881
-106,261
1572
$17.1M 0.01%
109,416
-15,282
1573
$17.1M 0.01%
349,675
-12,415
1574
$17.1M 0.01%
2,017,696
-343,644
1575
$17M 0.01%
513,312
+51,560
61 62
63
64 65