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
2701
$4.81M ﹤0.01%
79,622
-29,583
2702
$4.8M ﹤0.01%
262,235
+185,143
2703
$4.79M ﹤0.01%
397,707
-56,123
2704
$4.79M ﹤0.01%
173,045
+13,252
2705
$4.79M ﹤0.01%
126,524
+11,564
2706
$4.78M ﹤0.01%
11,526
+3,178
2707
$4.78M ﹤0.01%
1,047,210
+125,717
2708
$4.77M ﹤0.01%
287,595
-712,117
2709
$4.77M ﹤0.01%
80,953
-1,787
2710
$4.76M ﹤0.01%
500,130
+136,515
2711
$4.75M ﹤0.01%
84,216
-85,702
2712
$4.75M ﹤0.01%
96,570
-23,528
2713
$4.75M ﹤0.01%
369,914
+21,072
2714
$4.74M ﹤0.01%
374,358
+1,104
2715
$4.74M ﹤0.01%
571,400
-19,610
2716
$4.73M ﹤0.01%
168,572
+26,615
2717
$4.71M ﹤0.01%
124,392
-476,646
2718
$4.7M ﹤0.01%
81,740
-33,662
2719
$4.7M ﹤0.01%
4,495
+1,322
2720
$4.7M ﹤0.01%
104,869
-93,722
2721
$4.7M ﹤0.01%
96,284
-4,602,626
2722
$4.69M ﹤0.01%
116,388
-7,382
2723
$4.68M ﹤0.01%
+6,847
2724
$4.68M ﹤0.01%
398,797
-175,163
2725
$4.68M ﹤0.01%
546,217
-304,901
107 108
109
110 111