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
3651
$1.66M ﹤0.01%
28,672
-40,062
3652
$1.66M ﹤0.01%
57,203
-6,163
3653
$1.66M ﹤0.01%
39,485
-408
3654
$1.66M ﹤0.01%
63,441
+19,439
3655
$1.65M ﹤0.01%
40,503
-119,254
3656
$1.65M ﹤0.01%
116,025
-40,141
3657
$1.65M ﹤0.01%
+116,256
3658
$1.65M ﹤0.01%
83,460
+60,249
3659
$1.65M ﹤0.01%
38,723
+37,731
3660
$1.64M ﹤0.01%
79,103
+1,642
3661
$1.64M ﹤0.01%
62,238
+7,940
3662
$1.64M ﹤0.01%
132,917
-1,776
3663
$1.63M ﹤0.01%
79,407
-23,333
3664
$1.62M ﹤0.01%
148,300
-39,139
3665
$1.61M ﹤0.01%
8,531
+1,591
3666
$1.61M ﹤0.01%
41,324
-476
3667
$1.61M ﹤0.01%
97,327
-21,705
3668
$1.61M ﹤0.01%
127,946
+40,269
3669
$1.61M ﹤0.01%
78,930
+21,517
3670
$1.6M ﹤0.01%
165,710
-71,406
3671
$1.6M ﹤0.01%
72,706
+12,125
3672
$1.6M ﹤0.01%
117,852
+27,566
3673
$1.6M ﹤0.01%
83,440
+31,979
3674
$1.6M ﹤0.01%
57,317
+952
3675
$1.59M ﹤0.01%
215,425
+126,972
145 146
147
148 149