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
1751
$13.9M 0.01%
466,447
+208,285
1752
$13.8M 0.01%
97,728
+49,324
1753
$13.8M 0.01%
1,785,936
+1,393,021
1754
$13.8M 0.01%
487,278
+290,985
1755
$13.8M 0.01%
621,162
-270,927
1756
$13.8M 0.01%
638,348
+132,317
1757
$13.8M 0.01%
906,137
-54,601
1758
$13.8M 0.01%
144,996
-106,945
1759
$13.8M 0.01%
504,538
-548,542
1760
$13.8M 0.01%
250,837
-129,295
1761
$13.7M 0.01%
699,716
-6,850
1762
$13.7M 0.01%
153,996
+55,035
1763
$13.6M 0.01%
244,537
-141,924
1764
$13.6M 0.01%
328,592
+10,031
1765
$13.6M 0.01%
110,811
+1,536
1766
$13.6M 0.01%
547,534
-32,143
1767
$13.6M 0.01%
1,427,946
+1,322,522
1768
$13.6M 0.01%
356,859
+133,735
1769
$13.6M 0.01%
684,725
+80,860
1770
$13.5M 0.01%
616,423
-65,977
1771
$13.5M ﹤0.01%
136,610
+111,996
1772
$13.5M ﹤0.01%
299,166
+50,509
1773
$13.5M ﹤0.01%
274,767
-171,168
1774
$13.5M ﹤0.01%
393,281
+79,211
1775
$13.5M ﹤0.01%
121,667
+36,338
69 70
71
72 73