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
3176
$2.85M ﹤0.01%
1,757,791
+599,319
3177
$2.85M ﹤0.01%
129,831
+106,883
3178
$2.84M ﹤0.01%
178,263
+102,226
3179
$2.84M ﹤0.01%
172,836
+135,949
3180
$2.84M ﹤0.01%
143,133
+93,550
3181
$2.84M ﹤0.01%
73,594
+13,388
3182
$2.83M ﹤0.01%
+232,799
3183
$2.82M ﹤0.01%
49,955
+24,370
3184
$2.82M ﹤0.01%
136,338
+131,407
3185
$2.82M ﹤0.01%
126,982
-121,283
3186
$2.82M ﹤0.01%
116,044
-36,259
3187
$2.82M ﹤0.01%
180,610
+174,513
3188
$2.81M ﹤0.01%
184,558
+166,848
3189
$2.81M ﹤0.01%
211,328
-11,931
3190
$2.81M ﹤0.01%
398,652
+4,792
3191
$2.8M ﹤0.01%
188,097
+76,010
3192
$2.8M ﹤0.01%
35,251
-82,668
3193
$2.79M ﹤0.01%
714,725
-270,774
3194
$2.79M ﹤0.01%
192,587
-110,869
3195
$2.79M ﹤0.01%
96,702
+75,376
3196
$2.77M ﹤0.01%
138,953
-199,443
3197
$2.77M ﹤0.01%
30,809
+5,851
3198
$2.77M ﹤0.01%
55,520
-8,934
3199
$2.77M ﹤0.01%
201,542
-13,148
3200
$2.77M ﹤0.01%
146,037
-6,769
126 127
128
129 130