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
2101
$9.38M ﹤0.01%
303,780
+91,780
2102
$9.38M ﹤0.01%
933,437
-107,406
2103
$9.36M ﹤0.01%
732,893
-406,422
2104
$9.36M ﹤0.01%
409,327
-323,620
2105
$9.32M ﹤0.01%
64,871
-42,736
2106
$9.28M ﹤0.01%
807,353
-5,099
2107
$9.28M ﹤0.01%
471,270
-7,728,456
2108
$9.26M ﹤0.01%
142,725
+22,357
2109
$9.25M ﹤0.01%
186,788
+12,896
2110
$9.25M ﹤0.01%
153,418
+12,551
2111
$9.24M ﹤0.01%
105,550
+859
2112
$9.22M ﹤0.01%
248,858
+106,447
2113
$9.22M ﹤0.01%
719,191
-97,472
2114
$9.2M ﹤0.01%
195,630
+109,322
2115
$9.19M ﹤0.01%
348,249
+243,816
2116
$9.19M ﹤0.01%
194,427
+146,263
2117
$9.18M ﹤0.01%
656,452
+112,354
2118
$9.18M ﹤0.01%
179,970
+27,881
2119
$9.17M ﹤0.01%
103,126
+8,616
2120
$9.15M ﹤0.01%
+193,737
2121
$9.12M ﹤0.01%
1,402,994
-20,460
2122
$9.11M ﹤0.01%
86,995
-20,208
2123
$9.09M ﹤0.01%
81,673
-284,280
2124
$9.08M ﹤0.01%
24,094
+3,362
2125
$9.05M ﹤0.01%
453,550
+72,110