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
3776
$1.43M ﹤0.01%
57,513
+9,315
3777
$1.43M ﹤0.01%
38,324
+13,782
3778
$1.43M ﹤0.01%
143,556
-1,456
3779
$1.43M ﹤0.01%
152,515
+50,642
3780
$1.42M ﹤0.01%
83,862
-57,713
3781
$1.42M ﹤0.01%
120,935
+12,402
3782
$1.42M ﹤0.01%
169,737
+169,284
3783
$1.42M ﹤0.01%
70,080
+14,052
3784
$1.42M ﹤0.01%
5,324
-1,168
3785
$1.42M ﹤0.01%
48,646
-17,783
3786
$1.42M ﹤0.01%
30,550
-13,255
3787
$1.41M ﹤0.01%
64,810
-10,248
3788
$1.41M ﹤0.01%
197,918
-209,705
3789
$1.41M ﹤0.01%
17,323
-34,445
3790
$1.41M ﹤0.01%
120,964
-21,998
3791
$1.41M ﹤0.01%
316,674
+45,748
3792
$1.41M ﹤0.01%
+51,398
3793
$1.41M ﹤0.01%
24,206
-4,592
3794
$1.4M ﹤0.01%
79,119
+26,130
3795
$1.4M ﹤0.01%
48,716
+42,970
3796
$1.4M ﹤0.01%
78,121
+15,408
3797
$1.4M ﹤0.01%
72,132
-14,724
3798
$1.4M ﹤0.01%
146,271
-39,340
3799
$1.4M ﹤0.01%
87,990
-63,402
3800
$1.39M ﹤0.01%
18,570
-611
150 151
152
153 154