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
3301
$2.47M ﹤0.01%
119,037
+105,355
3302
$2.47M ﹤0.01%
125,976
-94,849
3303
$2.47M ﹤0.01%
81,434
+46,310
3304
$2.47M ﹤0.01%
269,541
-21,312
3305
$2.47M ﹤0.01%
178,953
-12,493
3306
$2.47M ﹤0.01%
45,743
-94,235
3307
$2.46M ﹤0.01%
215,695
+31,550
3308
$2.46M ﹤0.01%
129,565
-2,429
3309
$2.46M ﹤0.01%
109,635
+53,463
3310
$2.46M ﹤0.01%
73,019
-5,421
3311
$2.46M ﹤0.01%
351,353
-87,926
3312
$2.46M ﹤0.01%
88,610
-16,875
3313
$2.46M ﹤0.01%
99,277
-61,365
3314
$2.45M ﹤0.01%
72,418
-57,881
3315
$2.45M ﹤0.01%
16,724
+4,145
3316
$2.45M ﹤0.01%
121,944
-858,948
3317
$2.44M ﹤0.01%
103,844
-4,691
3318
$2.44M ﹤0.01%
72,724
+55,769
3319
$2.44M ﹤0.01%
170,937
+65,911
3320
$2.44M ﹤0.01%
229,938
+119,215
3321
$2.43M ﹤0.01%
135,097
-62,756
3322
$2.43M ﹤0.01%
67,241
+56,557
3323
$2.42M ﹤0.01%
221,016
-30,177
3324
$2.42M ﹤0.01%
205,451
+119,591
3325
$2.42M ﹤0.01%
31,991
+9,659
131 132
133
134 135