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
2726
$4.67M ﹤0.01%
+171,109
2727
$4.66M ﹤0.01%
83,120
+3,493
2728
$4.64M ﹤0.01%
129,107
+40,108
2729
$4.64M ﹤0.01%
499,005
-170,257
2730
$4.63M ﹤0.01%
103,996
-52,413
2731
$4.62M ﹤0.01%
250,503
+92,973
2732
$4.61M ﹤0.01%
188,675
+110,910
2733
$4.6M ﹤0.01%
94,027
-168,885
2734
$4.6M ﹤0.01%
56,052
-27,735
2735
$4.59M ﹤0.01%
977,980
+11,405
2736
$4.58M ﹤0.01%
59,752
-8,128
2737
$4.58M ﹤0.01%
492,424
+340,815
2738
$4.58M ﹤0.01%
310,552
+25,983
2739
$4.58M ﹤0.01%
56,514
-85,819
2740
$4.58M ﹤0.01%
84,481
+4,833
2741
$4.58M ﹤0.01%
329,788
-435,775
2742
$4.56M ﹤0.01%
138,711
+613
2743
$4.55M ﹤0.01%
241,246
-2,191
2744
$4.55M ﹤0.01%
74,807
+3,206
2745
$4.55M ﹤0.01%
166,438
-350,038
2746
$4.55M ﹤0.01%
1,631,427
-1,009,037
2747
$4.55M ﹤0.01%
257,850
+29,849
2748
$4.55M ﹤0.01%
258,406
+64,850
2749
$4.55M ﹤0.01%
103,397
-45,057
2750
$4.55M ﹤0.01%
299,449
+223,659
108 109
110
111 112