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
2251
$7.91M ﹤0.01%
85,538
+54,397
2252
$7.9M ﹤0.01%
350,125
+142,745
2253
$7.9M ﹤0.01%
1,112,095
+576,311
2254
$7.88M ﹤0.01%
497,304
+61,306
2255
$7.88M ﹤0.01%
176,347
+73,941
2256
$7.87M ﹤0.01%
71,158
-1,054
2257
$7.87M ﹤0.01%
429,550
+19,926
2258
$7.84M ﹤0.01%
262,361
-14,361
2259
$7.84M ﹤0.01%
163,435
+52,467
2260
$7.84M ﹤0.01%
143,887
+5,860
2261
$7.83M ﹤0.01%
146,251
-22,167
2262
$7.81M ﹤0.01%
414,314
-42,880
2263
$7.8M ﹤0.01%
226,159
+6,022
2264
$7.8M ﹤0.01%
95,291
+58,839
2265
$7.78M ﹤0.01%
240,223
-40,189
2266
$7.76M ﹤0.01%
85,084
+48,865
2267
$7.76M ﹤0.01%
373,497
-5,403
2268
$7.75M ﹤0.01%
435,613
+16,733
2269
$7.74M ﹤0.01%
68,456
-11,632
2270
$7.72M ﹤0.01%
145,189
-71,316
2271
$7.71M ﹤0.01%
274,080
+77,183
2272
$7.65M ﹤0.01%
412,338
+220,207
2273
$7.64M ﹤0.01%
174,527
+8,358
2274
$7.62M ﹤0.01%
149,774
-116,975
2275
$7.62M ﹤0.01%
160,688
+62,569
89 90
91
92 93