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
2326
$7.16M ﹤0.01%
432,776
+20,835
2327
$7.16M ﹤0.01%
267,774
-38,526
2328
$7.16M ﹤0.01%
955,286
+76,287
2329
$7.15M ﹤0.01%
171,935
+26,868
2330
$7.14M ﹤0.01%
112,540
-95,482
2331
$7.14M ﹤0.01%
87,322
-8,207
2332
$7.13M ﹤0.01%
770,185
+16,680
2333
$7.12M ﹤0.01%
483,455
+296,980
2334
$7.11M ﹤0.01%
420,110
-15,003
2335
$7.11M ﹤0.01%
414,775
-26,113
2336
$7.1M ﹤0.01%
1,514,335
-250,278
2337
$7.09M ﹤0.01%
485,800
-359,576
2338
$7.09M ﹤0.01%
1,015,265
+171,168
2339
$7.08M ﹤0.01%
282,175
-85,480
2340
$7.08M ﹤0.01%
111,764
+34,020
2341
$7.06M ﹤0.01%
130,027
+19,381
2342
$7.06M ﹤0.01%
+202,711
2343
$7.06M ﹤0.01%
1,742,325
+1,690,892
2344
$7.04M ﹤0.01%
145,897
+28,359
2345
$7.03M ﹤0.01%
1,381,413
+113,824
2346
$7.02M ﹤0.01%
164,381
-23,662
2347
$7.02M ﹤0.01%
139,775
+30,871
2348
$7.02M ﹤0.01%
153,940
+34,267
2349
$7.02M ﹤0.01%
1,795,518
-220,090
2350
$7M ﹤0.01%
357,990
+11,841
92 93
94
95 96