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
3326
$2.41M ﹤0.01%
363,073
-2,847
3327
$2.41M ﹤0.01%
185,272
+37,895
3328
$2.41M ﹤0.01%
42,110
+6,356
3329
$2.41M ﹤0.01%
48,390
-45,021
3330
$2.41M ﹤0.01%
31,272
+11,000
3331
$2.4M ﹤0.01%
212,702
+128,470
3332
$2.4M ﹤0.01%
119,822
-31,940
3333
$2.4M ﹤0.01%
92,482
+8,170
3334
$2.4M ﹤0.01%
267,727
-2,099
3335
$2.4M ﹤0.01%
132,565
+6,895
3336
$2.39M ﹤0.01%
201,931
+41,824
3337
$2.39M ﹤0.01%
150,477
+20,124
3338
$2.38M ﹤0.01%
173,796
-150,308
3339
$2.38M ﹤0.01%
41,378
-111,225
3340
$2.38M ﹤0.01%
173,628
+6,903
3341
$2.38M ﹤0.01%
15,722
-1,401
3342
$2.38M ﹤0.01%
128,531
+42,067
3343
$2.38M ﹤0.01%
97,759
-35,674
3344
$2.37M ﹤0.01%
182,361
-226,222
3345
$2.37M ﹤0.01%
100,051
+7,766
3346
$2.37M ﹤0.01%
62,150
-53,295
3347
$2.37M ﹤0.01%
494,280
-122,686
3348
$2.37M ﹤0.01%
608,491
-90,532
3349
$2.37M ﹤0.01%
90,584
-285
3350
$2.37M ﹤0.01%
67,385
+12,707
132 133
134
135 136