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
2401
$6.63M ﹤0.01%
38,390
+1,527
2402
$6.62M ﹤0.01%
198,313
-215,356
2403
$6.61M ﹤0.01%
106,970
-9,957
2404
$6.61M ﹤0.01%
285,960
-53,244
2405
$6.6M ﹤0.01%
140,707
-67,952
2406
$6.6M ﹤0.01%
214,758
+73,728
2407
$6.6M ﹤0.01%
110,238
2408
$6.59M ﹤0.01%
87,503
-7,483
2409
$6.59M ﹤0.01%
259,560
+17,308
2410
$6.58M ﹤0.01%
437,151
+51,455
2411
$6.57M ﹤0.01%
424,631
+389,762
2412
$6.56M ﹤0.01%
135,475
+91,715
2413
$6.55M ﹤0.01%
613,652
+34,191
2414
$6.55M ﹤0.01%
48,693
+34,269
2415
$6.55M ﹤0.01%
192,972
-94,882
2416
$6.55M ﹤0.01%
91,113
-36,549
2417
$6.55M ﹤0.01%
350,383
+322,072
2418
$6.55M ﹤0.01%
305,557
+89,932
2419
$6.54M ﹤0.01%
+535,198
2420
$6.52M ﹤0.01%
296,581
+47,969
2421
$6.51M ﹤0.01%
403,328
+160,625
2422
$6.49M ﹤0.01%
539,406
-7,133
2423
$6.49M ﹤0.01%
268,281
-395,761
2424
$6.49M ﹤0.01%
172,003
-6,725
2425
$6.48M ﹤0.01%
391,732
-376,634
95 96
97
98 99