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
2026
$10.1M ﹤0.01%
741,063
+205,980
2027
$10.1M ﹤0.01%
232,990
-131,172
2028
$10.1M ﹤0.01%
696,741
+88,597
2029
$10.1M ﹤0.01%
700,158
+659,289
2030
$10.1M ﹤0.01%
143,323
-27,724
2031
$10.1M ﹤0.01%
355,810
-86,450
2032
$10.1M ﹤0.01%
25,057
-19,422
2033
$10.1M ﹤0.01%
304,199
+3,344
2034
$10.1M ﹤0.01%
33,948
-30,589
2035
$10.1M ﹤0.01%
1,916,152
+68,913
2036
$10.1M ﹤0.01%
226,360
+11,212
2037
$10.1M ﹤0.01%
173,227
+42,476
2038
$10.1M ﹤0.01%
81,142
+12,600
2039
$10.1M ﹤0.01%
96,543
+14,329
2040
$10.1M ﹤0.01%
378,894
+108,317
2041
$10M ﹤0.01%
217,298
-114,566
2042
$10M ﹤0.01%
644,343
+132,389
2043
$10M ﹤0.01%
176,719
-199,849
2044
$10M ﹤0.01%
515,952
-358,147
2045
$9.98M ﹤0.01%
279,374
+79,705
2046
$9.96M ﹤0.01%
361,344
+217,867
2047
$9.96M ﹤0.01%
366,585
+362,139
2048
$9.95M ﹤0.01%
235,088
+18,559
2049
$9.95M ﹤0.01%
817,588
-72,650
2050
$9.95M ﹤0.01%
724,742
+292,515