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
2001
$10.4M ﹤0.01%
452,466
-71,636
2002
$10.4M ﹤0.01%
1,012,317
+27,353
2003
$10.4M ﹤0.01%
263,605
-78,706
2004
$10.4M ﹤0.01%
661,106
+72,242
2005
$10.3M ﹤0.01%
192,631
-132,207
2006
$10.3M ﹤0.01%
512,340
+23,904
2007
$10.3M ﹤0.01%
123,880
+12,553
2008
$10.3M ﹤0.01%
569,846
+3,299
2009
$10.3M ﹤0.01%
243,392
-4,966
2010
$10.3M ﹤0.01%
384,339
-59,049
2011
$10.3M ﹤0.01%
454,340
+68,920
2012
$10.3M ﹤0.01%
347,985
+8,070
2013
$10.3M ﹤0.01%
149,268
-73,143
2014
$10.3M ﹤0.01%
662,923
-37,147
2015
$10.3M ﹤0.01%
338,101
+181,148
2016
$10.3M ﹤0.01%
267,662
+139,172
2017
$10.2M ﹤0.01%
137,936
-17,743
2018
$10.2M ﹤0.01%
+459,730
2019
$10.2M ﹤0.01%
724,654
+102,655
2020
$10.2M ﹤0.01%
183,084
+55,055
2021
$10.2M ﹤0.01%
723,895
+31,697
2022
$10.2M ﹤0.01%
534,083
+31,819
2023
$10.2M ﹤0.01%
624,442
-1,049,132
2024
$10.2M ﹤0.01%
466,000
2025
$10.1M ﹤0.01%
840,752
-505,018
79 80
81
82 83