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
3151
$2.94M ﹤0.01%
245,855
-37,096
3152
$2.94M ﹤0.01%
145,372
-69,480
3153
$2.94M ﹤0.01%
11,488
+8,588
3154
$2.93M ﹤0.01%
+148,050
3155
$2.92M ﹤0.01%
201,861
+25,246
3156
$2.92M ﹤0.01%
75,469
+20,578
3157
$2.91M ﹤0.01%
1,051,272
+399,246
3158
$2.9M ﹤0.01%
93,834
+1,190
3159
$2.9M ﹤0.01%
+57,937
3160
$2.9M ﹤0.01%
175,064
+33,150
3161
$2.89M ﹤0.01%
203,180
+150,289
3162
$2.89M ﹤0.01%
189,797
-32,079
3163
$2.89M ﹤0.01%
84,607
+38,181
3164
$2.88M ﹤0.01%
124,379
-17,359
3165
$2.88M ﹤0.01%
37,247
+23,245
3166
$2.88M ﹤0.01%
+110,841
3167
$2.87M ﹤0.01%
141,694
+116,353
3168
$2.87M ﹤0.01%
189,995
-5,467
3169
$2.87M ﹤0.01%
21,035
+19,840
3170
$2.87M ﹤0.01%
108,824
-24,560
3171
$2.86M ﹤0.01%
99,546
+24,060
3172
$2.86M ﹤0.01%
50,501
-11,778
3173
$2.85M ﹤0.01%
134,580
+90,036
3174
$2.85M ﹤0.01%
+57,776
3175
$2.85M ﹤0.01%
182,449
-7,978
125 126
127
128 129