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
2801
$4.32M ﹤0.01%
+279,890
2802
$4.31M ﹤0.01%
95,916
-43,479
2803
$4.3M ﹤0.01%
503,802
-20,081
2804
$4.3M ﹤0.01%
118,744
+1,672
2805
$4.3M ﹤0.01%
167,898
-125,330
2806
$4.3M ﹤0.01%
225,420
-182,854
2807
$4.3M ﹤0.01%
115,669
+86,073
2808
$4.28M ﹤0.01%
48,407
-83,751
2809
$4.28M ﹤0.01%
24,104
-9,656
2810
$4.27M ﹤0.01%
222,372
-56,318
2811
$4.27M ﹤0.01%
432,775
+34,573
2812
$4.27M ﹤0.01%
810,118
+237,990
2813
$4.27M ﹤0.01%
216,559
-143
2814
$4.26M ﹤0.01%
307,040
+186,284
2815
$4.26M ﹤0.01%
180,289
+12,641
2816
$4.26M ﹤0.01%
55,663
-22,742
2817
$4.25M ﹤0.01%
242,054
+167,666
2818
$4.25M ﹤0.01%
528,831
-30,956
2819
$4.24M ﹤0.01%
178,500
-172,315
2820
$4.24M ﹤0.01%
61,864
-17,424
2821
$4.24M ﹤0.01%
2,437
+233
2822
$4.22M ﹤0.01%
24,844
-1,261
2823
$4.21M ﹤0.01%
104,966
+53,742
2824
$4.2M ﹤0.01%
205,925
-37,664
2825
$4.19M ﹤0.01%
244,956
+197,615
111 112
113
114 115