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
3251
$2.62M ﹤0.01%
199,020
-77,704
3252
$2.61M ﹤0.01%
93,623
+46,264
3253
$2.61M ﹤0.01%
97,990
+36,923
3254
$2.61M ﹤0.01%
66,752
-74,134
3255
$2.61M ﹤0.01%
104,249
-189,825
3256
$2.61M ﹤0.01%
130,085
+11,674
3257
$2.6M ﹤0.01%
104,448
-23,949
3258
$2.6M ﹤0.01%
307,698
+2,336
3259
$2.6M ﹤0.01%
193,988
-11,575
3260
$2.6M ﹤0.01%
91,565
-3,829
3261
$2.6M ﹤0.01%
53,262
-65,328
3262
$2.59M ﹤0.01%
93,046
-5,256
3263
$2.58M ﹤0.01%
134,161
+77,121
3264
$2.58M ﹤0.01%
48,951
-1,655
3265
$2.58M ﹤0.01%
63,790
+29,867
3266
$2.58M ﹤0.01%
55,187
-4,627
3267
$2.57M ﹤0.01%
4,803
+4,661
3268
$2.57M ﹤0.01%
117,530
+67,660
3269
$2.56M ﹤0.01%
67,261
+7,904
3270
$2.56M ﹤0.01%
259,773
+186,902
3271
$2.56M ﹤0.01%
90,040
+14,722
3272
$2.56M ﹤0.01%
82,825
-5,917
3273
$2.55M ﹤0.01%
49,094
+37,660
3274
$2.55M ﹤0.01%
25,535
-1,845
3275
$2.54M ﹤0.01%
101,555
+37,985
129 130
131
132 133