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
3876
$1.28M ﹤0.01%
86,027
-26,454
3877
$1.28M ﹤0.01%
91,639
+4,730
3878
$1.28M ﹤0.01%
62,890
+38,418
3879
$1.28M ﹤0.01%
29,942
+140
3880
$1.27M ﹤0.01%
50,719
-3,894
3881
$1.27M ﹤0.01%
73,458
+34,838
3882
$1.27M ﹤0.01%
120,940
-102,455
3883
$1.27M ﹤0.01%
50,871
+12,859
3884
$1.27M ﹤0.01%
87,020
+5,835
3885
$1.27M ﹤0.01%
70,344
-148,422
3886
$1.27M ﹤0.01%
51,789
+3,876
3887
$1.26M ﹤0.01%
49,985
-27,502
3888
$1.26M ﹤0.01%
53,362
+36,945
3889
$1.26M ﹤0.01%
5,717
-568
3890
$1.26M ﹤0.01%
48,403
+4,976
3891
$1.26M ﹤0.01%
+135,818
3892
$1.26M ﹤0.01%
180,535
+82,403
3893
$1.25M ﹤0.01%
69,034
+31,249
3894
$1.25M ﹤0.01%
25,000
-6,431
3895
$1.25M ﹤0.01%
34,136
+17,486
3896
$1.25M ﹤0.01%
6,496
+2,379
3897
$1.25M ﹤0.01%
298,696
-53,544
3898
$1.24M ﹤0.01%
40,627
-3,198
3899
$1.24M ﹤0.01%
10,247
+85
3900
$1.24M ﹤0.01%
80,180
-15,932
154 155
156
157 158