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
2676
$5M ﹤0.01%
245,654
-636,496
2677
$5M ﹤0.01%
599,811
-9,307
2678
$4.99M ﹤0.01%
129,105
+14,324
2679
$4.99M ﹤0.01%
1,475,503
+828,718
2680
$4.98M ﹤0.01%
253,635
-199,052
2681
$4.97M ﹤0.01%
292,174
+69,557
2682
$4.96M ﹤0.01%
283,423
-16,051
2683
$4.95M ﹤0.01%
163,855
+12,978
2684
$4.93M ﹤0.01%
22,910
+1,888
2685
$4.92M ﹤0.01%
95,954
+5,134
2686
$4.92M ﹤0.01%
200,041
+26,573
2687
$4.91M ﹤0.01%
258,464
-48,770
2688
$4.87M ﹤0.01%
129,035
+21,687
2689
$4.87M ﹤0.01%
165,280
-6,054
2690
$4.87M ﹤0.01%
95,576
+69,109
2691
$4.87M ﹤0.01%
129,928
-2,802
2692
$4.86M ﹤0.01%
173,746
+8,742
2693
$4.85M ﹤0.01%
777,245
-46,073
2694
$4.84M ﹤0.01%
112,168
-49,494
2695
$4.84M ﹤0.01%
179,903
+16,696
2696
$4.83M ﹤0.01%
463,261
+52,123
2697
$4.83M ﹤0.01%
141,017
+28,882
2698
$4.83M ﹤0.01%
126,044
+1,010
2699
$4.83M ﹤0.01%
88,865
-1,278
2700
$4.82M ﹤0.01%
129,994
+36,627
106 107
108
109 110