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
2901
$3.88M ﹤0.01%
133,046
+74,566
2902
$3.87M ﹤0.01%
275,502
-47,402
2903
$3.86M ﹤0.01%
187,220
-22,020
2904
$3.86M ﹤0.01%
11,518
+9,321
2905
$3.86M ﹤0.01%
272,685
-165,912
2906
$3.85M ﹤0.01%
136,621
+61,437
2907
$3.85M ﹤0.01%
261,343
-14,980
2908
$3.85M ﹤0.01%
289,926
+59,646
2909
$3.85M ﹤0.01%
234,889
-11,951
2910
$3.85M ﹤0.01%
36,335
-1,783
2911
$3.85M ﹤0.01%
388,013
+29,733
2912
$3.84M ﹤0.01%
290,399
+164,195
2913
$3.84M ﹤0.01%
160,629
-138,620
2914
$3.83M ﹤0.01%
68,942
+2,731
2915
$3.83M ﹤0.01%
218,153
+46,445
2916
$3.83M ﹤0.01%
72,658
+2,260
2917
$3.83M ﹤0.01%
172,664
+18,257
2918
$3.82M ﹤0.01%
251,494
+125,471
2919
$3.81M ﹤0.01%
624,879
-11,495
2920
$3.8M ﹤0.01%
1,545,237
+1,296,337
2921
$3.8M ﹤0.01%
113,467
-38,391
2922
$3.8M ﹤0.01%
74,348
-161,064
2923
$3.8M ﹤0.01%
478,379
-18,829
2924
$3.79M ﹤0.01%
82,454
+76,374
2925
$3.79M ﹤0.01%
113,184
+75,897
115 116
117
118 119