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
2226
$8.07M ﹤0.01%
208,371
+38,549
2227
$8.06M ﹤0.01%
153,170
-121,519
2228
$8.06M ﹤0.01%
280,344
-10,461
2229
$8.03M ﹤0.01%
326,918
-175,886
2230
$8.02M ﹤0.01%
601,828
+552,134
2231
$8.02M ﹤0.01%
68,492
-17,243
2232
$8.01M ﹤0.01%
639,028
+42,930
2233
$8.01M ﹤0.01%
144,417
-457,037
2234
$8.01M ﹤0.01%
258,789
-13,776
2235
$8.01M ﹤0.01%
573,520
+24,953
2236
$8M ﹤0.01%
1,221,771
+320,566
2237
$7.99M ﹤0.01%
147,058
+90,527
2238
$7.97M ﹤0.01%
122,553
+18,460
2239
$7.97M ﹤0.01%
612,496
+139,800
2240
$7.96M ﹤0.01%
755,917
+494,578
2241
$7.95M ﹤0.01%
209,218
-156,453
2242
$7.94M ﹤0.01%
164,452
+102,419
2243
$7.94M ﹤0.01%
295,080
-122,504
2244
$7.94M ﹤0.01%
279,769
+208,262
2245
$7.93M ﹤0.01%
76,286
-20,190
2246
$7.93M ﹤0.01%
167,681
+98,229
2247
$7.93M ﹤0.01%
476,940
+141,808
2248
$7.93M ﹤0.01%
420,717
-126,532
2249
$7.93M ﹤0.01%
201,133
-128,145
2250
$7.92M ﹤0.01%
1,858,163
-863,740
88 89
90
91 92