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
3051
$3.29M ﹤0.01%
62,904
+19,052
3052
$3.28M ﹤0.01%
265,731
+1,830
3053
$3.28M ﹤0.01%
161,073
+136,697
3054
$3.28M ﹤0.01%
92,224
+70,618
3055
$3.28M ﹤0.01%
135,460
+92,388
3056
$3.28M ﹤0.01%
136,301
+54,055
3057
$3.28M ﹤0.01%
608,128
-65,763
3058
$3.28M ﹤0.01%
746,113
+181,526
3059
$3.27M ﹤0.01%
30,437
-39,170
3060
$3.27M ﹤0.01%
168,741
-48,564
3061
$3.27M ﹤0.01%
12,110
+10,735
3062
$3.27M ﹤0.01%
405,951
-34,913
3063
$3.27M ﹤0.01%
77,337
+50,078
3064
$3.27M ﹤0.01%
50,485
+40,299
3065
$3.26M ﹤0.01%
186,589
-235,397
3066
$3.26M ﹤0.01%
175,837
+126,791
3067
$3.26M ﹤0.01%
51,666
+46,872
3068
$3.26M ﹤0.01%
228,655
-2,964
3069
$3.25M ﹤0.01%
371,297
+1,927
3070
$3.25M ﹤0.01%
106,085
+23,254
3071
$3.25M ﹤0.01%
39,337
+38,810
3072
$3.24M ﹤0.01%
149,491
+7,374
3073
$3.24M ﹤0.01%
134,060
-52,079
3074
$3.24M ﹤0.01%
239,740
+90,125
3075
$3.23M ﹤0.01%
363,334
+16,890
121 122
123
124 125