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
1801
$13.1M ﹤0.01%
294,882
+5,001
1802
$13.1M ﹤0.01%
823,939
-778,561
1803
$13M ﹤0.01%
419,087
+80,528
1804
$13M ﹤0.01%
704,186
-83,231
1805
$13M ﹤0.01%
626,804
+5,129
1806
$13M ﹤0.01%
172,611
+45,657
1807
$13M ﹤0.01%
373,370
-35,557
1808
$13M ﹤0.01%
112,683
+26,784
1809
$13M ﹤0.01%
601,358
+260,106
1810
$12.9M ﹤0.01%
419,424
-188,384
1811
$12.9M ﹤0.01%
240,751
-17,420
1812
$12.9M ﹤0.01%
424,467
+122,763
1813
$12.8M ﹤0.01%
206,121
-176,377
1814
$12.8M ﹤0.01%
360,755
-6,526
1815
$12.8M ﹤0.01%
910,847
-98,282
1816
$12.8M ﹤0.01%
499,991
-906,301
1817
$12.8M ﹤0.01%
904,997
-275,380
1818
$12.8M ﹤0.01%
1,210,512
+5,180
1819
$12.8M ﹤0.01%
514,250
+88,023
1820
$12.7M ﹤0.01%
246,383
-48,571
1821
$12.7M ﹤0.01%
164,758
-19,129
1822
$12.7M ﹤0.01%
+164,323
1823
$12.7M ﹤0.01%
324,480
+15,662
1824
$12.7M ﹤0.01%
97,301
+876
1825
$12.7M ﹤0.01%
566,728
+74,145
71 72
73
74 75