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
2376
$6.82M ﹤0.01%
102,721
+23,652
2377
$6.81M ﹤0.01%
573,608
-55,669
2378
$6.81M ﹤0.01%
155,654
+3,911
2379
$6.78M ﹤0.01%
317,727
-159,371
2380
$6.78M ﹤0.01%
248,221
-38,658
2381
$6.78M ﹤0.01%
594,509
+222,170
2382
$6.77M ﹤0.01%
342,811
-166,222
2383
$6.76M ﹤0.01%
99,975
-20,726
2384
$6.76M ﹤0.01%
105
+54
2385
$6.75M ﹤0.01%
443,554
-41,559
2386
$6.74M ﹤0.01%
74,673
-21,197
2387
$6.74M ﹤0.01%
653,669
+472,632
2388
$6.74M ﹤0.01%
729,967
-5,697
2389
$6.72M ﹤0.01%
+262,121
2390
$6.71M ﹤0.01%
8,823
+338
2391
$6.71M ﹤0.01%
216,704
+167,710
2392
$6.7M ﹤0.01%
177,992
-106,225
2393
$6.7M ﹤0.01%
587,950
+9,705
2394
$6.7M ﹤0.01%
78,674
+4,485
2395
$6.68M ﹤0.01%
143,992
-149,783
2396
$6.67M ﹤0.01%
419,514
-13,315
2397
$6.65M ﹤0.01%
664,414
+353,469
2398
$6.64M ﹤0.01%
655,622
-5,200
2399
$6.64M ﹤0.01%
76,460
-55,923
2400
$6.63M ﹤0.01%
120,718
+99,907
94 95
96
97 98