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
2626
$5.24M ﹤0.01%
211,988
-300,416
2627
$5.24M ﹤0.01%
621,551
-271,487
2628
$5.24M ﹤0.01%
133,454
-94,340
2629
$5.24M ﹤0.01%
441,181
+3,568
2630
$5.23M ﹤0.01%
377,651
-398,308
2631
$5.23M ﹤0.01%
577,832
+6,604
2632
$5.23M ﹤0.01%
316,298
-329,717
2633
$5.22M ﹤0.01%
110,540
+35,775
2634
$5.21M ﹤0.01%
44,885
+6,475
2635
$5.21M ﹤0.01%
317,779
+210,557
2636
$5.21M ﹤0.01%
105,846
+34,152
2637
$5.2M ﹤0.01%
121,861
+88,098
2638
$5.2M ﹤0.01%
233,497
+158,632
2639
$5.19M ﹤0.01%
366,818
-55,043
2640
$5.19M ﹤0.01%
103,827
-2,062
2641
$5.19M ﹤0.01%
80,049
+54,898
2642
$5.19M ﹤0.01%
403,485
+149,440
2643
$5.19M ﹤0.01%
+655,806
2644
$5.18M ﹤0.01%
189,050
-70,395
2645
$5.18M ﹤0.01%
362,444
-64,830
2646
$5.17M ﹤0.01%
144,316
-9,752
2647
$5.17M ﹤0.01%
100,081
-152,274
2648
$5.17M ﹤0.01%
388,067
+70,354
2649
$5.17M ﹤0.01%
103,672
-3,256
2650
$5.16M ﹤0.01%
181,676
+24,492