Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
7,082
New
Increased
Reduced
Closed

Top Buys

1 +$778M
2 +$773M
3 +$478M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$434M
5
DIS icon
Walt Disney
DIS
+$421M

Top Sells

1 +$1.63B
2 +$709M
3 +$398M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$325M
5
TSM icon
TSMC
TSM
+$322M

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
2551
$5.67M ﹤0.01%
120,297
+13,361
2552
$5.66M ﹤0.01%
104,102
-7,398
2553
$5.66M ﹤0.01%
411,116
-204,272
2554
$5.63M ﹤0.01%
132,655
-96,114
2555
$5.63M ﹤0.01%
293,406
-10,006
2556
$5.63M ﹤0.01%
388,903
-63,412
2557
$5.62M ﹤0.01%
343,230
-12,394
2558
$5.61M ﹤0.01%
684,215
+135,479
2559
$5.61M ﹤0.01%
423,763
+345,436
2560
$5.59M ﹤0.01%
162,495
-82,913
2561
$5.59M ﹤0.01%
497,206
+179,708
2562
$5.59M ﹤0.01%
159,802
-13,675
2563
$5.59M ﹤0.01%
248,178
+101,430
2564
$5.59M ﹤0.01%
316,689
-313,430
2565
$5.58M ﹤0.01%
135,556
+32,944
2566
$5.58M ﹤0.01%
296,931
-155,527
2567
$5.58M ﹤0.01%
195,998
+18,840
2568
$5.57M ﹤0.01%
566,458
+235,898
2569
$5.57M ﹤0.01%
+55,301
2570
$5.56M ﹤0.01%
266,176
-10,890
2571
$5.56M ﹤0.01%
105,108
+7,182
2572
$5.56M ﹤0.01%
184,701
+63,475
2573
$5.55M ﹤0.01%
71,730
+432
2574
$5.55M ﹤0.01%
372,571
-162,786
2575
$5.54M ﹤0.01%
293,521
+57,394