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
3701
$1.55M ﹤0.01%
43,784
-8,392
3702
$1.54M ﹤0.01%
48,580
-44,468
3703
$1.54M ﹤0.01%
23,779
+11,589
3704
$1.54M ﹤0.01%
267,950
-378,770
3705
$1.54M ﹤0.01%
96,394
-44,141
3706
$1.54M ﹤0.01%
163,829
+88,509
3707
$1.53M ﹤0.01%
26,610
+4,313
3708
$1.53M ﹤0.01%
57,067
+30,077
3709
$1.53M ﹤0.01%
19,788
+16,187
3710
$1.53M ﹤0.01%
62,030
-126,172
3711
$1.53M ﹤0.01%
76,498
+43,233
3712
$1.52M ﹤0.01%
34,941
+34,791
3713
$1.52M ﹤0.01%
38,027
-1,230
3714
$1.52M ﹤0.01%
37,639
-14,729
3715
$1.52M ﹤0.01%
44,582
-176,131
3716
$1.52M ﹤0.01%
280,985
-126,750
3717
$1.51M ﹤0.01%
15,991
+7,922
3718
$1.51M ﹤0.01%
302,587
-138,027
3719
$1.51M ﹤0.01%
208,293
+85,306
3720
$1.51M ﹤0.01%
170,439
+70,686
3721
$1.51M ﹤0.01%
269,635
-76,529
3722
$1.51M ﹤0.01%
58,525
+2,859
3723
$1.5M ﹤0.01%
104,940
-1,277
3724
$1.5M ﹤0.01%
131,442
+14,043
3725
$1.5M ﹤0.01%
1,616
-8,617
147 148
149
150 151