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
3976
$1.14M ﹤0.01%
67,324
-16,867
3977
$1.14M ﹤0.01%
72,754
+2,812
3978
$1.14M ﹤0.01%
135,386
-170,448
3979
$1.13M ﹤0.01%
82,396
+66,570
3980
$1.13M ﹤0.01%
180,573
3981
$1.13M ﹤0.01%
70,947
-9,663
3982
$1.13M ﹤0.01%
72,935
+6,907
3983
$1.12M ﹤0.01%
75,266
-9,060
3984
$1.12M ﹤0.01%
1,933
-203
3985
$1.12M ﹤0.01%
98,182
-513,805
3986
$1.12M ﹤0.01%
47,981
+47,721
3987
$1.12M ﹤0.01%
+61,521
3988
$1.12M ﹤0.01%
84,830
-19,258
3989
$1.12M ﹤0.01%
101,052
-112,740
3990
$1.12M ﹤0.01%
69,343
+10,921
3991
$1.11M ﹤0.01%
15,308
+6,662
3992
$1.11M ﹤0.01%
73,769
-7,505
3993
$1.11M ﹤0.01%
70,172
+50,372
3994
$1.11M ﹤0.01%
40,222
-122,572
3995
$1.11M ﹤0.01%
9,699
-2,985
3996
$1.11M ﹤0.01%
163,890
+2,656
3997
$1.11M ﹤0.01%
67,951
+1,372
3998
$1.11M ﹤0.01%
94,700
+60,295
3999
$1.11M ﹤0.01%
23,611
-12,937
4000
$1.11M ﹤0.01%
49,839
+17,883
158 159
160
161 162