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
1701
$14.8M 0.01%
1,303,176
+74,656
1702
$14.8M 0.01%
239,671
+86,950
1703
$14.7M 0.01%
178,506
-9,575
1704
$14.7M 0.01%
234,877
-27,740
1705
$14.7M 0.01%
69,336
-95,398
1706
$14.7M 0.01%
658,584
-938,786
1707
$14.7M 0.01%
920,899
+66,539
1708
$14.7M 0.01%
431,617
+313,321
1709
$14.6M 0.01%
661,471
+14,548
1710
$14.6M 0.01%
715,631
+284,922
1711
$14.6M 0.01%
308,688
-40,792
1712
$14.6M 0.01%
1,057,043
-81,251
1713
$14.6M 0.01%
337,788
-266,127
1714
$14.5M 0.01%
47,983
+6,027
1715
$14.5M 0.01%
22,353
-22,032
1716
$14.5M 0.01%
1,856,947
+982,743
1717
$14.5M 0.01%
641,041
+353,361
1718
$14.5M 0.01%
891,010
-2,192,670
1719
$14.4M 0.01%
758,076
+227,457
1720
$14.4M 0.01%
1,747,632
-455,639
1721
$14.4M 0.01%
204,765
+59,634
1722
$14.4M 0.01%
511,540
+373,737
1723
$14.4M 0.01%
248,054
-107,278
1724
$14.3M 0.01%
311,164
-126,250
1725
$14.3M 0.01%
486,055
+147,443