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
1576
$17M 0.01%
418,854
+89,048
1577
$17M 0.01%
136,928
+29,250
1578
$17M 0.01%
241,883
+55,642
1579
$17M 0.01%
950,640
+331,349
1580
$17M 0.01%
277,231
+31,289
1581
$17M 0.01%
343,005
-944,633
1582
$16.9M 0.01%
396,830
+89,734
1583
$16.9M 0.01%
379,605
-19,822
1584
$16.9M 0.01%
649,693
-35,720
1585
$16.9M 0.01%
725,585
+274,345
1586
$16.9M 0.01%
579,867
+68,658
1587
$16.9M 0.01%
1,164,469
+221,782
1588
$16.8M 0.01%
360,338
+260,142
1589
$16.8M 0.01%
370,192
-234,895
1590
$16.8M 0.01%
618,609
+398,239
1591
$16.8M 0.01%
336,394
-42,419
1592
$16.8M 0.01%
322,135
+15,377
1593
$16.8M 0.01%
540,209
+14,730
1594
$16.8M 0.01%
268,850
+48,494
1595
$16.8M 0.01%
231,692
+45,732
1596
$16.7M 0.01%
619,608
+521,378
1597
$16.7M 0.01%
756,857
+61,400
1598
$16.7M 0.01%
2,319,471
-171,470
1599
$16.7M 0.01%
165,082
+65,083
1600
$16.6M 0.01%
+555,811