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
3951
$1.17M ﹤0.01%
56,806
-3,929
3952
$1.17M ﹤0.01%
14,346
+10,994
3953
$1.17M ﹤0.01%
28,386
+291
3954
$1.17M ﹤0.01%
29,067
-32,981
3955
$1.16M ﹤0.01%
45,588
+15,276
3956
$1.16M ﹤0.01%
37,237
+10,135
3957
$1.16M ﹤0.01%
214,329
-25,164
3958
$1.16M ﹤0.01%
42,379
+5,468
3959
$1.16M ﹤0.01%
76,086
-197
3960
$1.16M ﹤0.01%
24,727
+7,690
3961
$1.16M ﹤0.01%
35,849
+8,139
3962
$1.16M ﹤0.01%
16,321
+5,990
3963
$1.16M ﹤0.01%
104,822
+32,767
3964
$1.16M ﹤0.01%
156,095
-179,052
3965
$1.16M ﹤0.01%
33,504
-32,701
3966
$1.16M ﹤0.01%
+17,545
3967
$1.15M ﹤0.01%
+47,353
3968
$1.15M ﹤0.01%
49,065
+6,431
3969
$1.15M ﹤0.01%
182,824
+15,746
3970
$1.15M ﹤0.01%
611
-69
3971
$1.14M ﹤0.01%
+48,520
3972
$1.14M ﹤0.01%
56,319
-59,611
3973
$1.14M ﹤0.01%
60,192
-40,658
3974
$1.14M ﹤0.01%
12,614
-8,667
3975
$1.14M ﹤0.01%
55,802
-54,141
157 158
159
160 161