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
1826
$12.7M ﹤0.01%
531,582
+10,280
1827
$12.7M ﹤0.01%
838,858
+12,196
1828
$12.7M ﹤0.01%
100,434
-68,143
1829
$12.6M ﹤0.01%
246,548
+90,426
1830
$12.6M ﹤0.01%
+1,826,176
1831
$12.6M ﹤0.01%
494,537
+390,355
1832
$12.6M ﹤0.01%
947,725
-124,725
1833
$12.6M ﹤0.01%
271,059
+87,922
1834
$12.6M ﹤0.01%
208,969
+42,151
1835
$12.6M ﹤0.01%
34,043
-6,992
1836
$12.6M ﹤0.01%
697,629
-61,463
1837
$12.5M ﹤0.01%
1,360,637
-557,668
1838
$12.5M ﹤0.01%
464,463
+316,569
1839
$12.5M ﹤0.01%
340,778
-347,749
1840
$12.5M ﹤0.01%
466,061
-621
1841
$12.5M ﹤0.01%
446,697
+153,979
1842
$12.4M ﹤0.01%
379,610
-182,747
1843
$12.4M ﹤0.01%
335,086
+141,947
1844
$12.4M ﹤0.01%
233,587
-118,364
1845
$12.4M ﹤0.01%
516,411
-155,391
1846
$12.4M ﹤0.01%
173,950
-55,287
1847
$12.4M ﹤0.01%
109,000
+18,000
1848
$12.4M ﹤0.01%
1,607,840
-804,833
1849
$12.4M ﹤0.01%
1,115,903
-165,461
1850
$12.4M ﹤0.01%
476,342
+37,760
72 73
74
75 76