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
3601
$1.77M ﹤0.01%
157,752
-24,672
3602
$1.77M ﹤0.01%
137,463
+58,988
3603
$1.76M ﹤0.01%
37,728
-70,021
3604
$1.76M ﹤0.01%
61,870
-14,386
3605
$1.76M ﹤0.01%
121,487
-855
3606
$1.76M ﹤0.01%
135,207
+99,431
3607
$1.76M ﹤0.01%
223,340
+73,326
3608
$1.75M ﹤0.01%
70,921
-72,159
3609
$1.75M ﹤0.01%
25,424
+19,258
3610
$1.75M ﹤0.01%
60,689
+52,004
3611
$1.75M ﹤0.01%
17,454
-856
3612
$1.74M ﹤0.01%
215,387
-223,732
3613
$1.73M ﹤0.01%
11,329
-6,589
3614
$1.73M ﹤0.01%
+51,499
3615
$1.73M ﹤0.01%
190,060
-13,224
3616
$1.73M ﹤0.01%
27,600
+13,450
3617
$1.73M ﹤0.01%
73,782
-8,954
3618
$1.73M ﹤0.01%
133,157
+30,482
3619
$1.72M ﹤0.01%
414,415
-868,334
3620
$1.72M ﹤0.01%
1
3621
$1.71M ﹤0.01%
48,634
+31,772
3622
$1.71M ﹤0.01%
8,550
+4,756
3623
$1.71M ﹤0.01%
69,299
+54,907
3624
$1.71M ﹤0.01%
104,754
-67,672
3625
$1.71M ﹤0.01%
23,845
-133,091
143 144
145
146 147