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
1901
$11.5M ﹤0.01%
81,728
+48,645
1902
$11.5M ﹤0.01%
1,203,468
-423,510
1903
$11.5M ﹤0.01%
180,478
+51,787
1904
$11.5M ﹤0.01%
217,743
+92,602
1905
$11.5M ﹤0.01%
423,543
+8,240
1906
$11.5M ﹤0.01%
112,972
-58,627
1907
$11.4M ﹤0.01%
232,012
+183,198
1908
$11.4M ﹤0.01%
376,360
-39,848
1909
$11.4M ﹤0.01%
1,044,837
+77,099
1910
$11.4M ﹤0.01%
251,043
-12,651
1911
$11.4M ﹤0.01%
428,948
-1,148,144
1912
$11.4M ﹤0.01%
89,891
+65,352
1913
$11.4M ﹤0.01%
434,738
-46,970
1914
$11.4M ﹤0.01%
45,275
+15,410
1915
$11.4M ﹤0.01%
297,665
-30,375
1916
$11.3M ﹤0.01%
245,911
-15,556
1917
$11.3M ﹤0.01%
843,850
-654,225
1918
$11.3M ﹤0.01%
365,296
+175,646
1919
$11.3M ﹤0.01%
262,140
-238,175
1920
$11.3M ﹤0.01%
75,950
-8,411
1921
$11.2M ﹤0.01%
625,586
-183,346
1922
$11.2M ﹤0.01%
201,877
-51,223
1923
$11.2M ﹤0.01%
151,758
+99,809
1924
$11.2M ﹤0.01%
729,425
+60,403
1925
$11.2M ﹤0.01%
946,050
-3,292
75 76
77
78 79