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
3226
$2.69M ﹤0.01%
94,900
-10,239
3227
$2.69M ﹤0.01%
194,822
-130,190
3228
$2.69M ﹤0.01%
52,664
+2,846
3229
$2.68M ﹤0.01%
159,052
+13,411
3230
$2.68M ﹤0.01%
440,524
+15,318
3231
$2.67M ﹤0.01%
104,532
+9,853
3232
$2.67M ﹤0.01%
210,990
+22,586
3233
$2.66M ﹤0.01%
176,020
+17,776
3234
$2.66M ﹤0.01%
181,855
+143,743
3235
$2.66M ﹤0.01%
93,519
-213,981
3236
$2.66M ﹤0.01%
40,786
+4,923
3237
$2.66M ﹤0.01%
195,311
+5,755
3238
$2.65M ﹤0.01%
180,237
+127,986
3239
$2.65M ﹤0.01%
82,475
+21,461
3240
$2.64M ﹤0.01%
695,712
-1,536,336
3241
$2.64M ﹤0.01%
408,056
+147,104
3242
$2.64M ﹤0.01%
46,932
-13,507
3243
$2.64M ﹤0.01%
248,129
+142,232
3244
$2.64M ﹤0.01%
135,835
+117,956
3245
$2.64M ﹤0.01%
33,890
+30,534
3246
$2.63M ﹤0.01%
573,791
+133,020
3247
$2.63M ﹤0.01%
108,550
+79,645
3248
$2.62M ﹤0.01%
175,703
+80,845
3249
$2.62M ﹤0.01%
+114,983
3250
$2.62M ﹤0.01%
286,094
+186,832
128 129
130
131 132