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
3851
$1.31M ﹤0.01%
58,024
+2,088
3852
$1.31M ﹤0.01%
33,666
+24,347
3853
$1.31M ﹤0.01%
75,416
+36,356
3854
$1.31M ﹤0.01%
32,557
+982
3855
$1.31M ﹤0.01%
26,499
+11,316
3856
$1.31M ﹤0.01%
1,707
+418
3857
$1.3M ﹤0.01%
102,112
+61,835
3858
$1.3M ﹤0.01%
79,499
-58,514
3859
$1.3M ﹤0.01%
99,856
+7,265
3860
$1.3M ﹤0.01%
3,481
-1,877
3861
$1.3M ﹤0.01%
492,035
+351,962
3862
$1.3M ﹤0.01%
90,621
-3,589
3863
$1.3M ﹤0.01%
78,365
+15,803
3864
$1.3M ﹤0.01%
271,104
+129,179
3865
$1.29M ﹤0.01%
138,066
+53,266
3866
$1.29M ﹤0.01%
112,021
+10,866
3867
$1.29M ﹤0.01%
79,575
+29,759
3868
$1.29M ﹤0.01%
95,271
+69,763
3869
$1.29M ﹤0.01%
323
-233
3870
$1.29M ﹤0.01%
263,914
+73,933
3871
$1.29M ﹤0.01%
140,248
+36,243
3872
$1.29M ﹤0.01%
334,801
+37,094
3873
$1.28M ﹤0.01%
4,559
+354
3874
$1.28M ﹤0.01%
61,782
-2,055
3875
$1.28M ﹤0.01%
25,826
-4,372
153 154
155
156 157