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
1951
$10.9M ﹤0.01%
454,941
+8,363
1952
$10.9M ﹤0.01%
1,679,792
+280,548
1953
$10.9M ﹤0.01%
709,374
-238,336
1954
$10.9M ﹤0.01%
801,352
+414,254
1955
$10.9M ﹤0.01%
344,602
-21,675
1956
$10.8M ﹤0.01%
493,635
+9,076
1957
$10.8M ﹤0.01%
80,146
+34,308
1958
$10.8M ﹤0.01%
616,459
+510,884
1959
$10.8M ﹤0.01%
1,077,982
-6,859
1960
$10.8M ﹤0.01%
236,871
+34,992
1961
$10.8M ﹤0.01%
367,308
+30,529
1962
$10.8M ﹤0.01%
250,336
+182,908
1963
$10.8M ﹤0.01%
279,123
+45,949
1964
$10.8M ﹤0.01%
290,888
-27,298
1965
$10.7M ﹤0.01%
296,464
-85,670
1966
$10.7M ﹤0.01%
442,712
+80,628
1967
$10.7M ﹤0.01%
213,056
+71,290
1968
$10.7M ﹤0.01%
191,960
+3,322
1969
$10.7M ﹤0.01%
253,720
-48,678
1970
$10.7M ﹤0.01%
262,737
+255,825
1971
$10.7M ﹤0.01%
356,482
-95,543
1972
$10.7M ﹤0.01%
686,555
-102,383
1973
$10.6M ﹤0.01%
371,251
-218,596
1974
$10.6M ﹤0.01%
176,242
+136,708
1975
$10.6M ﹤0.01%
823,381
+83,768
77 78
79
80 81