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
2851
$4.09M ﹤0.01%
222,530
+178,910
2852
$4.09M ﹤0.01%
116,525
+102,581
2853
$4.08M ﹤0.01%
325,883
+214,391
2854
$4.08M ﹤0.01%
151,752
+17,244
2855
$4.08M ﹤0.01%
138,934
+112,807
2856
$4.07M ﹤0.01%
54,366
+24,458
2857
$4.07M ﹤0.01%
252,103
+10,786
2858
$4.07M ﹤0.01%
208,768
+9,288
2859
$4.06M ﹤0.01%
160,284
-208,186
2860
$4.06M ﹤0.01%
143,556
-543,890
2861
$4.06M ﹤0.01%
181,721
+146,766
2862
$4.05M ﹤0.01%
165,000
-81,843
2863
$4.05M ﹤0.01%
282,234
+42,270
2864
$4.05M ﹤0.01%
1,597,194
-1,205,442
2865
$4.04M ﹤0.01%
99,984
-42,965
2866
$4.03M ﹤0.01%
291,475
-1,423
2867
$4.03M ﹤0.01%
167,694
+78,815
2868
$4.02M ﹤0.01%
295,284
+52,367
2869
$4.02M ﹤0.01%
226,833
+53,430
2870
$4.02M ﹤0.01%
89,355
+39,117
2871
$4.01M ﹤0.01%
180,547
+44,478
2872
$4.01M ﹤0.01%
113,054
+68,723
2873
$4.01M ﹤0.01%
11,791
+1,443
2874
$4M ﹤0.01%
175,896
-10,237
2875
$4M ﹤0.01%
333,252
+32,304
113 114
115
116 117