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
1926
$11.2M ﹤0.01%
118,780
+6,526
1927
$11.2M ﹤0.01%
405,739
+157,530
1928
$11.2M ﹤0.01%
429,694
-183,142
1929
$11.2M ﹤0.01%
892,396
+4,607
1930
$11.2M ﹤0.01%
774,515
+125,685
1931
$11.2M ﹤0.01%
320,939
+75,903
1932
$11.2M ﹤0.01%
563,983
-305,759
1933
$11.1M ﹤0.01%
261,475
+9,854
1934
$11.1M ﹤0.01%
515,710
-272,461
1935
$11.1M ﹤0.01%
795,146
-70,560
1936
$11.1M ﹤0.01%
325,076
-36,206
1937
$11.1M ﹤0.01%
6,095,275
+3,374,190
1938
$11.1M ﹤0.01%
127,307
-22,644
1939
$11.1M ﹤0.01%
286,941
-300,609
1940
$11M ﹤0.01%
144,577
+62,896
1941
$11M ﹤0.01%
5,304,407
+3,451,495
1942
$11M ﹤0.01%
187,650
+104,249
1943
$11M ﹤0.01%
323,650
-78,476
1944
$11M ﹤0.01%
1,266,898
-88,378
1945
$11M ﹤0.01%
97,450
+12,843
1946
$11M ﹤0.01%
1,074,708
+42,688
1947
$11M ﹤0.01%
255,118
+34,933
1948
$11M ﹤0.01%
306,872
+198,039
1949
$11M ﹤0.01%
864,561
+53,854
1950
$11M ﹤0.01%
1,176,168
+588,330
76 77
78
79 80