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
3276
$2.54M ﹤0.01%
87,000
+17,126
3277
$2.54M ﹤0.01%
98,761
+81,250
3278
$2.54M ﹤0.01%
64,281
+615
3279
$2.54M ﹤0.01%
50,024
-8,635
3280
$2.54M ﹤0.01%
258,414
-71,519
3281
$2.53M ﹤0.01%
+93,882
3282
$2.53M ﹤0.01%
72,161
+62,844
3283
$2.53M ﹤0.01%
79,716
+34,492
3284
$2.52M ﹤0.01%
59,616
-11,766
3285
$2.52M ﹤0.01%
243,608
-275,604
3286
$2.52M ﹤0.01%
218,291
+41,551
3287
$2.52M ﹤0.01%
105,362
-28,762
3288
$2.52M ﹤0.01%
52,315
+21,195
3289
$2.51M ﹤0.01%
182,321
-945
3290
$2.51M ﹤0.01%
135,747
-17,595
3291
$2.5M ﹤0.01%
29,294
-5,438
3292
$2.5M ﹤0.01%
79,688
+54,146
3293
$2.49M ﹤0.01%
156,745
+10,581
3294
$2.49M ﹤0.01%
49,912
+12,078
3295
$2.49M ﹤0.01%
+91,846
3296
$2.48M ﹤0.01%
+186,015
3297
$2.48M ﹤0.01%
305,809
+39,236
3298
$2.48M ﹤0.01%
71,445
-17,322
3299
$2.47M ﹤0.01%
507,708
+305,788
3300
$2.47M ﹤0.01%
150,082
-102,856
130 131
132
133 134