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
1626
$16.1M 0.01%
349,719
-209,743
1627
$16.1M 0.01%
1,070,603
+150,932
1628
$16.1M 0.01%
233,715
-240,299
1629
$16.1M 0.01%
245,327
+29,979
1630
$16.1M 0.01%
646,272
+235,711
1631
$16.1M 0.01%
296,763
-282,759
1632
$16.1M 0.01%
458,896
-203,711
1633
$16.1M 0.01%
1,452,571
+149,118
1634
$16.1M 0.01%
1,781,375
+1,497,681
1635
$16M 0.01%
469,219
+146,230
1636
$16M 0.01%
796,379
+168,459
1637
$16M 0.01%
597,978
+120,142
1638
$16M 0.01%
309,589
-206,595
1639
$16M 0.01%
1,258,166
+296,867
1640
$16M 0.01%
651,727
-221,151
1641
$16M 0.01%
459,843
-9,184
1642
$15.9M 0.01%
649,660
+88,008
1643
$15.9M 0.01%
272,398
+137,271
1644
$15.9M 0.01%
276,372
-26,997
1645
$15.9M 0.01%
825,618
+394,527
1646
$15.9M 0.01%
318,466
-153,946
1647
$15.9M 0.01%
557,821
+4,968
1648
$15.8M 0.01%
697,769
-397,301
1649
$15.8M 0.01%
414,362
+170,193
1650
$15.8M 0.01%
1,518,730
+64,087
64 65
66
67 68