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
3451
$2.11M ﹤0.01%
58,290
+2,510
3452
$2.11M ﹤0.01%
149,393
+28,375
3453
$2.1M ﹤0.01%
92,629
+41,732
3454
$2.1M ﹤0.01%
551,817
+139,918
3455
$2.1M ﹤0.01%
87,362
-76,227
3456
$2.1M ﹤0.01%
98,333
+2,000
3457
$2.1M ﹤0.01%
75,493
-43,474
3458
$2.1M ﹤0.01%
221,790
+121,641
3459
$2.1M ﹤0.01%
36,283
+1,238
3460
$2.1M ﹤0.01%
250,362
+241,553
3461
$2.09M ﹤0.01%
77,659
-33,064
3462
$2.09M ﹤0.01%
84,105
-57,291
3463
$2.09M ﹤0.01%
43,597
+3,374
3464
$2.09M ﹤0.01%
67,133
+55,049
3465
$2.08M ﹤0.01%
228,577
-273,197
3466
$2.08M ﹤0.01%
253,932
+107,322
3467
$2.08M ﹤0.01%
25,944
+13,675
3468
$2.07M ﹤0.01%
120,163
-19,556
3469
$2.07M ﹤0.01%
13,773
-44,221
3470
$2.07M ﹤0.01%
232,972
+32,238
3471
$2.07M ﹤0.01%
106,768
+98,120
3472
$2.06M ﹤0.01%
82,057
-4,317
3473
$2.05M ﹤0.01%
195,003
-6,528
3474
$2.05M ﹤0.01%
93,476
-6,160
3475
$2.05M ﹤0.01%
1,420,933
+1,248,770
137 138
139
140 141