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
3426
$2.19M ﹤0.01%
236,161
-67,726
3427
$2.18M ﹤0.01%
321,698
+70,686
3428
$2.17M ﹤0.01%
37,505
-9,126
3429
$2.17M ﹤0.01%
40,750
-4,577
3430
$2.17M ﹤0.01%
8,187
+4,941
3431
$2.17M ﹤0.01%
162,688
-25,136
3432
$2.16M ﹤0.01%
+43,397
3433
$2.16M ﹤0.01%
62,416
+22,662
3434
$2.15M ﹤0.01%
58,376
-13,357
3435
$2.15M ﹤0.01%
167,748
-331,697
3436
$2.15M ﹤0.01%
66,062
+11,281
3437
$2.15M ﹤0.01%
137,579
+33,709
3438
$2.14M ﹤0.01%
298,340
-33,343
3439
$2.14M ﹤0.01%
133,818
+85,904
3440
$2.14M ﹤0.01%
89,712
+7,022
3441
$2.14M ﹤0.01%
188,752
+21,897
3442
$2.14M ﹤0.01%
135,759
-70,159
3443
$2.13M ﹤0.01%
+66,763
3444
$2.13M ﹤0.01%
31,556
-36,108
3445
$2.13M ﹤0.01%
169,317
-26,910
3446
$2.12M ﹤0.01%
101,772
+58,507
3447
$2.12M ﹤0.01%
645,152
+80,422
3448
$2.12M ﹤0.01%
62,143
+23,803
3449
$2.12M ﹤0.01%
43,167
+876
3450
$2.11M ﹤0.01%
82,585
+60,640
136 137
138
139 140