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
2951
$3.67M ﹤0.01%
123,388
+35,226
2952
$3.67M ﹤0.01%
154,728
+115,606
2953
$3.67M ﹤0.01%
154,690
+26,160
2954
$3.66M ﹤0.01%
33,361
-42,896
2955
$3.66M ﹤0.01%
87,418
+28,528
2956
$3.65M ﹤0.01%
440,106
+60,240
2957
$3.65M ﹤0.01%
149,172
-24,533
2958
$3.65M ﹤0.01%
69,568
-60,505
2959
$3.65M ﹤0.01%
418,823
+28,867
2960
$3.65M ﹤0.01%
115,060
+89,008
2961
$3.64M ﹤0.01%
67,457
-20,475
2962
$3.63M ﹤0.01%
228,120
-8,460
2963
$3.63M ﹤0.01%
161,315
+113,568
2964
$3.63M ﹤0.01%
243
-17
2965
$3.63M ﹤0.01%
264,321
+30,825
2966
$3.61M ﹤0.01%
150,087
+137,080
2967
$3.61M ﹤0.01%
210,477
-5,299
2968
$3.6M ﹤0.01%
135,482
+17,340
2969
$3.6M ﹤0.01%
446,743
-830,113
2970
$3.6M ﹤0.01%
147,124
+97,211
2971
$3.59M ﹤0.01%
84,849
+24,771
2972
$3.59M ﹤0.01%
266,271
+216,154
2973
$3.59M ﹤0.01%
367,555
+24,173
2974
$3.57M ﹤0.01%
188,951
+4,458
2975
$3.56M ﹤0.01%
151,574
+78,508
117 118
119
120 121