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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
3576
$1.82M ﹤0.01%
66,983
+41,121
3577
$1.82M ﹤0.01%
87,490
+573
3578
$1.81M ﹤0.01%
45,804
+27,721
3579
$1.81M ﹤0.01%
159,551
-97,085
3580
$1.81M ﹤0.01%
67,479
-24,002
3581
$1.81M ﹤0.01%
17,921
+1,545
3582
$1.81M ﹤0.01%
129,355
+56,435
3583
$1.81M ﹤0.01%
124,406
+33,455
3584
$1.81M ﹤0.01%
61,810
+54,793
3585
$1.8M ﹤0.01%
64,365
+9,754
3586
$1.8M ﹤0.01%
15,295
-2,202
3587
$1.8M ﹤0.01%
218,491
+181,228
3588
$1.8M ﹤0.01%
183,129
-17,368
3589
$1.8M ﹤0.01%
99,127
+25,051
3590
$1.79M ﹤0.01%
70,868
+21,861
3591
$1.79M ﹤0.01%
122,868
+15,855
3592
$1.79M ﹤0.01%
116,510
-10,088
3593
$1.79M ﹤0.01%
3,187
-49
3594
$1.79M ﹤0.01%
105,554
-11,917
3595
$1.78M ﹤0.01%
65,330
-149,610
3596
$1.78M ﹤0.01%
96,069
-9,422
3597
$1.78M ﹤0.01%
124,619
-41,532
3598
$1.78M ﹤0.01%
137,835
-203,064
3599
$1.77M ﹤0.01%
127,661
-10,543
3600
$1.77M ﹤0.01%
33,762
+5,980
142 143
144
145 146