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
3901
$1.24M ﹤0.01%
75,876
+36,331
3902
$1.24M ﹤0.01%
154,354
-35,389
3903
$1.24M ﹤0.01%
103,502
+100,717
3904
$1.23M ﹤0.01%
33,962
+1,343
3905
$1.23M ﹤0.01%
37,372
-59,204
3906
$1.23M ﹤0.01%
98,979
-29,730
3907
$1.23M ﹤0.01%
131,288
-12,841
3908
$1.22M ﹤0.01%
168,122
-95,052
3909
$1.22M ﹤0.01%
58,328
-171
3910
$1.22M ﹤0.01%
26,830
-19,347
3911
$1.22M ﹤0.01%
42,699
-2,323
3912
$1.22M ﹤0.01%
+132,305
3913
$1.22M ﹤0.01%
46,681
+15,109
3914
$1.22M ﹤0.01%
374,435
+166,364
3915
$1.22M ﹤0.01%
16,341
+14,451
3916
$1.22M ﹤0.01%
+70,033
3917
$1.21M ﹤0.01%
148,773
+122,134
3918
$1.21M ﹤0.01%
27,205
-95,259
3919
$1.21M ﹤0.01%
54,652
+10,527
3920
$1.21M ﹤0.01%
126,806
+48,605
3921
$1.21M ﹤0.01%
48,840
+31,959
3922
$1.21M ﹤0.01%
41,771
+9,447
3923
$1.21M ﹤0.01%
14,866
+10,693
3924
$1.21M ﹤0.01%
74,370
-16,653
3925
$1.2M ﹤0.01%
28,986
+12,650
155 156
157
158 159