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
2151
$8.77M ﹤0.01%
1,426,004
-579,535
2152
$8.77M ﹤0.01%
202,672
+96,605
2153
$8.76M ﹤0.01%
227,112
-95,729
2154
$8.76M ﹤0.01%
+390,492
2155
$8.75M ﹤0.01%
671,145
-41,075
2156
$8.74M ﹤0.01%
430,021
+4,107
2157
$8.73M ﹤0.01%
240,143
+29,204
2158
$8.72M ﹤0.01%
529,205
+57,164
2159
$8.71M ﹤0.01%
312,223
-84,004
2160
$8.71M ﹤0.01%
681,209
-20,089
2161
$8.67M ﹤0.01%
209,535
-73,003
2162
$8.66M ﹤0.01%
521,576
-140,903
2163
$8.64M ﹤0.01%
331,350
+113,460
2164
$8.64M ﹤0.01%
360,261
+100,737
2165
$8.63M ﹤0.01%
217,747
+38,320
2166
$8.63M ﹤0.01%
147,007
-179,418
2167
$8.62M ﹤0.01%
820,299
+218,829
2168
$8.62M ﹤0.01%
246,803
+203,887
2169
$8.59M ﹤0.01%
268,207
-55,473
2170
$8.56M ﹤0.01%
509,524
+165,237
2171
$8.56M ﹤0.01%
36,806
-356
2172
$8.55M ﹤0.01%
196,542
+33,230
2173
$8.52M ﹤0.01%
862,671
+172,335
2174
$8.51M ﹤0.01%
18,363
-1,571
2175
$8.49M ﹤0.01%
125,526
-105,898