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
3076
$3.23M ﹤0.01%
397,581
-599,372
3077
$3.22M ﹤0.01%
469,049
+32,450
3078
$3.22M ﹤0.01%
262,505
-14,928
3079
$3.22M ﹤0.01%
94,924
-12,276
3080
$3.21M ﹤0.01%
138,407
-12,123
3081
$3.21M ﹤0.01%
52,872
+2,258
3082
$3.21M ﹤0.01%
238,046
+16,847
3083
$3.21M ﹤0.01%
92,607
-30,135
3084
$3.21M ﹤0.01%
101,376
-11,704
3085
$3.21M ﹤0.01%
266,825
+79,385
3086
$3.2M ﹤0.01%
424,265
-11,802
3087
$3.2M ﹤0.01%
101,867
-280,312
3088
$3.19M ﹤0.01%
112,686
+57,857
3089
$3.19M ﹤0.01%
171,608
-83,933
3090
$3.19M ﹤0.01%
117,925
+6,529
3091
$3.18M ﹤0.01%
224,860
+107,280
3092
$3.18M ﹤0.01%
14,485
+14,302
3093
$3.17M ﹤0.01%
33,363
-1,672
3094
$3.17M ﹤0.01%
253,820
-7,380
3095
$3.17M ﹤0.01%
419,707
-395,241
3096
$3.17M ﹤0.01%
117,615
-25,623
3097
$3.16M ﹤0.01%
176,086
-14,428
3098
$3.15M ﹤0.01%
34,754
-12,973
3099
$3.15M ﹤0.01%
251,999
-160,392
3100
$3.14M ﹤0.01%
36,860
+5,851
122 123
124
125 126