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
3926
$1.2M ﹤0.01%
157,847
+98,314
3927
$1.2M ﹤0.01%
33,036
-5,079
3928
$1.2M ﹤0.01%
21,645
+16,331
3929
$1.2M ﹤0.01%
91,962
+23,051
3930
$1.2M ﹤0.01%
541,303
+444,442
3931
$1.2M ﹤0.01%
553,450
+425,385
3932
$1.19M ﹤0.01%
42,359
+27,601
3933
$1.19M ﹤0.01%
176,181
-78,616
3934
$1.19M ﹤0.01%
+97,583
3935
$1.19M ﹤0.01%
2,805
-9,786
3936
$1.19M ﹤0.01%
36,115
-158
3937
$1.19M ﹤0.01%
87,156
+43,550
3938
$1.19M ﹤0.01%
61,749
-415
3939
$1.19M ﹤0.01%
17,157
-227
3940
$1.18M ﹤0.01%
+117,645
3941
$1.18M ﹤0.01%
26,217
-24,131
3942
$1.18M ﹤0.01%
105,936
+81,748
3943
$1.18M ﹤0.01%
301,940
-157,347
3944
$1.18M ﹤0.01%
79,500
+74,373
3945
$1.18M ﹤0.01%
179,960
+15,974
3946
$1.18M ﹤0.01%
68,970
+40,448
3947
$1.17M ﹤0.01%
33,874
-49,058
3948
$1.17M ﹤0.01%
91,318
+89,582
3949
$1.17M ﹤0.01%
8,493
+2,473
3950
$1.17M ﹤0.01%
26,631
-200,104
156 157
158
159 160