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
3826
$1.36M ﹤0.01%
40,299
-19,876
3827
$1.36M ﹤0.01%
275,547
+87,178
3828
$1.35M ﹤0.01%
27,206
+2,230
3829
$1.35M ﹤0.01%
153,959
+66,303
3830
$1.35M ﹤0.01%
25,085
-19,310
3831
$1.35M ﹤0.01%
30,875
-43,646
3832
$1.35M ﹤0.01%
38,328
+26,347
3833
$1.35M ﹤0.01%
91,041
-5,218
3834
$1.34M ﹤0.01%
225,895
-955
3835
$1.34M ﹤0.01%
506,639
+506,436
3836
$1.34M ﹤0.01%
268,617
-183,638
3837
$1.34M ﹤0.01%
77,853
-394,887
3838
$1.34M ﹤0.01%
86,725
-10,133
3839
$1.34M ﹤0.01%
51,608
+4,042
3840
$1.33M ﹤0.01%
125,119
-4,679
3841
$1.33M ﹤0.01%
83,708
-49,016
3842
$1.33M ﹤0.01%
54,408
-33,173
3843
$1.33M ﹤0.01%
24,480
+15,608
3844
$1.32M ﹤0.01%
52,181
-6,898
3845
$1.32M ﹤0.01%
84,858
-3,118
3846
$1.32M ﹤0.01%
+50,613
3847
$1.32M ﹤0.01%
47,846
+3,846
3848
$1.32M ﹤0.01%
191,084
+15,137
3849
$1.32M ﹤0.01%
82,735
+27,260
3850
$1.31M ﹤0.01%
56,569
+12,096
152 153
154
155 156