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
2126
$9.03M ﹤0.01%
1,289,811
-805,752
2127
$9.03M ﹤0.01%
342,644
+101,362
2128
$8.99M ﹤0.01%
914,734
-117,275
2129
$8.97M ﹤0.01%
289,772
-33,807
2130
$8.97M ﹤0.01%
117,996
+74,417
2131
$8.97M ﹤0.01%
200,000
2132
$8.96M ﹤0.01%
535,318
+235,002
2133
$8.93M ﹤0.01%
375,688
-329,206
2134
$8.93M ﹤0.01%
265,300
-46,460
2135
$8.92M ﹤0.01%
163,245
-166,515
2136
$8.91M ﹤0.01%
176,518
+103,824
2137
$8.91M ﹤0.01%
377,361
+37,658
2138
$8.9M ﹤0.01%
233,966
-161,372
2139
$8.9M ﹤0.01%
160,188
+72,580
2140
$8.9M ﹤0.01%
377,604
-77,608
2141
$8.89M ﹤0.01%
101,765
-69,620
2142
$8.88M ﹤0.01%
776,485
+167,007
2143
$8.87M ﹤0.01%
122,931
+3,389
2144
$8.86M ﹤0.01%
299,002
+44,127
2145
$8.83M ﹤0.01%
196,990
+16,944
2146
$8.82M ﹤0.01%
228,356
+109,762
2147
$8.82M ﹤0.01%
1,180,122
-93,016
2148
$8.79M ﹤0.01%
433,532
+23,796
2149
$8.78M ﹤0.01%
149,347
-45,735
2150
$8.77M ﹤0.01%
1,436,140
-284,297
84 85
86
87 88