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
201
$331M 0.12%
2,910,853
-2,546,182
202
$330M 0.12%
15,050,262
+499,487
203
$326M 0.12%
5,814,123
-3,320,765
204
$318M 0.12%
8,274,975
-1,462,396
205
$318M 0.12%
1,658,580
+473,483
206
$315M 0.12%
4,839,515
+515,221
207
$313M 0.11%
4,966,347
-483,608
208
$312M 0.11%
6,167,271
-3,710,652
209
$311M 0.11%
2,695,090
-577,220
210
$310M 0.11%
34,257,564
-1,008,576
211
$308M 0.11%
7,055,852
+677,695
212
$308M 0.11%
8,753,060
+2,022,713
213
$306M 0.11%
2,754,893
+339,672
214
$305M 0.11%
3,003,775
+333,162
215
$303M 0.11%
2,664,166
-3,763
216
$297M 0.11%
2,155,663
+1,168,585
217
$296M 0.11%
14,315,478
+3,794,302
218
$295M 0.11%
3,998,767
-39,612
219
$294M 0.11%
2,376,687
+513,733
220
$292M 0.11%
8,508,842
+1,084,016
221
$289M 0.11%
4,532,937
-1,175,890
222
$288M 0.11%
12,998,053
-2,692,314
223
$288M 0.11%
5,362,590
+1,766,580
224
$286M 0.1%
1,648,187
+359,567
225
$286M 0.1%
4,557,170
-874,745
7 8
9
10 11