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
3626
$1.71M ﹤0.01%
46,547
-49,841
3627
$1.71M ﹤0.01%
96,237
-4,084
3628
$1.7M ﹤0.01%
72,617
-49,824
3629
$1.7M ﹤0.01%
186,551
-150,876
3630
$1.7M ﹤0.01%
66,968
-22,553
3631
$1.69M ﹤0.01%
224,643
-133,717
3632
$1.69M ﹤0.01%
61,800
+4,183
3633
$1.69M ﹤0.01%
195,126
-5,520
3634
$1.68M ﹤0.01%
49,762
-6,738
3635
$1.68M ﹤0.01%
34,706
+4,915
3636
$1.68M ﹤0.01%
218,407
-7,705
3637
$1.68M ﹤0.01%
127,271
+640
3638
$1.68M ﹤0.01%
144,212
-155
3639
$1.68M ﹤0.01%
86,250
-58,898
3640
$1.68M ﹤0.01%
+65,306
3641
$1.68M ﹤0.01%
3,834
+1,113
3642
$1.67M ﹤0.01%
113,108
+59,879
3643
$1.67M ﹤0.01%
123,201
-30,938
3644
$1.67M ﹤0.01%
85,856
-33,720
3645
$1.67M ﹤0.01%
95,629
-74,445
3646
$1.67M ﹤0.01%
18,013
+9,282
3647
$1.67M ﹤0.01%
376,330
-218,220
3648
$1.67M ﹤0.01%
150,976
-10,769
3649
$1.67M ﹤0.01%
70,773
+44,246
3650
$1.67M ﹤0.01%
65,551
-56,929
144 145
146
147 148