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
3376
$2.31M ﹤0.01%
101,296
-5,144
3377
$2.31M ﹤0.01%
71,575
+23,686
3378
$2.31M ﹤0.01%
313,646
+157,521
3379
$2.31M ﹤0.01%
107,134
+82,488
3380
$2.31M ﹤0.01%
165,725
+145,990
3381
$2.31M ﹤0.01%
27
-27
3382
$2.31M ﹤0.01%
109,819
+22,062
3383
$2.3M ﹤0.01%
91,320
-13,548
3384
$2.3M ﹤0.01%
66,431
+19,600
3385
$2.3M ﹤0.01%
46,728
-12,904
3386
$2.3M ﹤0.01%
20,474
+1,321
3387
$2.3M ﹤0.01%
271,134
+46,653
3388
$2.29M ﹤0.01%
139,237
-126,502
3389
$2.29M ﹤0.01%
63,714
+33,684
3390
$2.28M ﹤0.01%
1,462
3391
$2.28M ﹤0.01%
141,495
+35,352
3392
$2.28M ﹤0.01%
50,107
+13,840
3393
$2.28M ﹤0.01%
106,587
+10,664
3394
$2.28M ﹤0.01%
127,925
+109,862
3395
$2.27M ﹤0.01%
173,919
+121,250
3396
$2.27M ﹤0.01%
71,372
+38,702
3397
$2.27M ﹤0.01%
152,054
+87,775
3398
$2.26M ﹤0.01%
17,161
+7,764
3399
$2.26M ﹤0.01%
711,564
-152,521
3400
$2.26M ﹤0.01%
90,236
-1,743
134 135
136
137 138