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
3526
$1.93M ﹤0.01%
73,450
-5,840
3527
$1.93M ﹤0.01%
261,855
+75,221
3528
$1.93M ﹤0.01%
2,830,591
+984,700
3529
$1.93M ﹤0.01%
55,605
+14,909
3530
$1.93M ﹤0.01%
134,722
+127,522
3531
$1.92M ﹤0.01%
78,001
+71,685
3532
$1.92M ﹤0.01%
50,602
-82,948
3533
$1.92M ﹤0.01%
448,864
+67,328
3534
$1.92M ﹤0.01%
127,904
+19,366
3535
$1.92M ﹤0.01%
870,916
-1,201,575
3536
$1.92M ﹤0.01%
3,039
-1,868
3537
$1.91M ﹤0.01%
138,788
+2,435
3538
$1.91M ﹤0.01%
419,420
+345,955
3539
$1.91M ﹤0.01%
106,057
+91,108
3540
$1.9M ﹤0.01%
4,703
+3,403
3541
$1.9M ﹤0.01%
304,818
+112,403
3542
$1.9M ﹤0.01%
211,278
+2,275
3543
$1.9M ﹤0.01%
5,393
-26,813
3544
$1.9M ﹤0.01%
111,044
+94,342
3545
$1.89M ﹤0.01%
22,255
-12,653
3546
$1.89M ﹤0.01%
111,266
+19,427
3547
$1.89M ﹤0.01%
35,431
+11,298
3548
$1.89M ﹤0.01%
26,183
+14,863
3549
$1.89M ﹤0.01%
51,078
+31,468
3550
$1.89M ﹤0.01%
301,333
+100,832
140 141
142
143 144