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
3551
$1.89M ﹤0.01%
41,368
-24,780
3552
$1.89M ﹤0.01%
177,473
+124,155
3553
$1.88M ﹤0.01%
188,340
-142,044
3554
$1.88M ﹤0.01%
128,422
+44,172
3555
$1.87M ﹤0.01%
97,544
+16,924
3556
$1.87M ﹤0.01%
61,229
-124,665
3557
$1.87M ﹤0.01%
139,064
+11,294
3558
$1.87M ﹤0.01%
128,299
+77,558
3559
$1.87M ﹤0.01%
68,125
+19,816
3560
$1.87M ﹤0.01%
84,439
+4,177
3561
$1.86M ﹤0.01%
133,161
+46,010
3562
$1.86M ﹤0.01%
5,584
+1,709
3563
$1.85M ﹤0.01%
83,078
+30,434
3564
$1.85M ﹤0.01%
93,409
+5,948
3565
$1.85M ﹤0.01%
39,113
-407
3566
$1.85M ﹤0.01%
135,050
+67,903
3567
$1.84M ﹤0.01%
445,537
+304,965
3568
$1.84M ﹤0.01%
148,866
-112,643
3569
$1.84M ﹤0.01%
92,170
+23,208
3570
$1.83M ﹤0.01%
73,584
-38,826
3571
$1.83M ﹤0.01%
478,561
+366,678
3572
$1.83M ﹤0.01%
241,392
+93,235
3573
$1.83M ﹤0.01%
127,748
-6,225
3574
$1.82M ﹤0.01%
100,281
-209
3575
$1.82M ﹤0.01%
43,683
+9,778
141 142
143
144 145