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
2351
$7M ﹤0.01%
566,464
+181,706
2352
$7M ﹤0.01%
208,348
+73,985
2353
$7M ﹤0.01%
66,230
+2,789
2354
$7M ﹤0.01%
125,151
+11,655
2355
$6.99M ﹤0.01%
336,315
+30,673
2356
$6.99M ﹤0.01%
255,014
+214,746
2357
$6.99M ﹤0.01%
130,473
+57,954
2358
$6.98M ﹤0.01%
413,739
+138,706
2359
$6.97M ﹤0.01%
511,289
-68,339
2360
$6.97M ﹤0.01%
92,653
-92,460
2361
$6.95M ﹤0.01%
377,304
+6,874
2362
$6.95M ﹤0.01%
69,721
-10,516
2363
$6.95M ﹤0.01%
970,010
-43,627
2364
$6.95M ﹤0.01%
425,873
-1,899
2365
$6.94M ﹤0.01%
89,604
+9,370
2366
$6.9M ﹤0.01%
492,869
-12,451
2367
$6.9M ﹤0.01%
710,985
+353,853
2368
$6.9M ﹤0.01%
129,890
-94,572
2369
$6.9M ﹤0.01%
56,218
-43,116
2370
$6.88M ﹤0.01%
208,496
+59,112
2371
$6.86M ﹤0.01%
11,748
-4
2372
$6.86M ﹤0.01%
106,721
-68,254
2373
$6.84M ﹤0.01%
565,076
+33,384
2374
$6.84M ﹤0.01%
7,073
+2,070
2375
$6.82M ﹤0.01%
326,635
+180,338
93 94
95
96 97