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
1851
$12.3M ﹤0.01%
2,707,272
-53,824
1852
$12.3M ﹤0.01%
177,756
-78,200
1853
$12.3M ﹤0.01%
585,065
+42,334
1854
$12.3M ﹤0.01%
183,475
+59,111
1855
$12.3M ﹤0.01%
2,436,849
+2,246,638
1856
$12.3M ﹤0.01%
351,497
+1,694
1857
$12.3M ﹤0.01%
345,477
+13,621
1858
$12.3M ﹤0.01%
266,409
+197,900
1859
$12.3M ﹤0.01%
+379,203
1860
$12.3M ﹤0.01%
399,864
+194,506
1861
$12.3M ﹤0.01%
316,618
+88,952
1862
$12.2M ﹤0.01%
242,085
+148,632
1863
$12.2M ﹤0.01%
697,448
-628,483
1864
$12.2M ﹤0.01%
349,140
+22,702
1865
$12.2M ﹤0.01%
563,924
+16,628
1866
$12.2M ﹤0.01%
223,578
+53,512
1867
$12.2M ﹤0.01%
240,918
-1,678
1868
$12.2M ﹤0.01%
1,017,604
+743,399
1869
$12.2M ﹤0.01%
842,505
-203,903
1870
$12.2M ﹤0.01%
278,611
-170,918
1871
$12.2M ﹤0.01%
125,262
-20,477
1872
$12.2M ﹤0.01%
427,030
-188,385
1873
$12.2M ﹤0.01%
247,470
+7,328
1874
$12.1M ﹤0.01%
1,343,410
+173,493
1875
$12.1M ﹤0.01%
309,350
+86,642
73 74
75
76 77