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
3351
$2.35M ﹤0.01%
83,497
-182,945
3352
$2.35M ﹤0.01%
295,400
+87,518
3353
$2.35M ﹤0.01%
92,268
-207,291
3354
$2.34M ﹤0.01%
22,745
+5,441
3355
$2.34M ﹤0.01%
131,893
+120,067
3356
$2.34M ﹤0.01%
124,566
+6,480
3357
$2.34M ﹤0.01%
91,464
-293,640
3358
$2.33M ﹤0.01%
156,276
-70,414
3359
$2.33M ﹤0.01%
71,912
-430,622
3360
$2.33M ﹤0.01%
150,663
+115,989
3361
$2.33M ﹤0.01%
133,529
+11,086
3362
$2.33M ﹤0.01%
27,217
-17,067
3363
$2.33M ﹤0.01%
125,951
+79,017
3364
$2.33M ﹤0.01%
101,544
+33,395
3365
$2.33M ﹤0.01%
76,026
-207,743
3366
$2.33M ﹤0.01%
114,329
-3,034
3367
$2.33M ﹤0.01%
166,423
+102,585
3368
$2.33M ﹤0.01%
119,030
+65,477
3369
$2.33M ﹤0.01%
63,175
-1,141
3370
$2.32M ﹤0.01%
90,615
-5,256
3371
$2.32M ﹤0.01%
176,588
+121,826
3372
$2.32M ﹤0.01%
130,738
+56,339
3373
$2.31M ﹤0.01%
88,806
-1,400
3374
$2.31M ﹤0.01%
96,675
-97,362
3375
$2.31M ﹤0.01%
127,848
-4,217
133 134
135
136 137