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
4026
$1.07M ﹤0.01%
80,617
-20,695
4027
$1.07M ﹤0.01%
64,419
+2,591
4028
$1.07M ﹤0.01%
35,166
+4,608
4029
$1.07M ﹤0.01%
74,373
+2,458
4030
$1.06M ﹤0.01%
84,207
+30,900
4031
$1.06M ﹤0.01%
79,478
+7,294
4032
$1.06M ﹤0.01%
79,418
-6,953
4033
$1.06M ﹤0.01%
97,574
-6,559
4034
$1.06M ﹤0.01%
120,178
+10,563
4035
$1.06M ﹤0.01%
17,696
+7,915
4036
$1.06M ﹤0.01%
22,094
+9,905
4037
$1.05M ﹤0.01%
54,484
-132,464
4038
$1.05M ﹤0.01%
99,260
-191,331
4039
$1.05M ﹤0.01%
60,029
+1,950
4040
$1.05M ﹤0.01%
26,009
-6,975
4041
$1.05M ﹤0.01%
74,086
-44,631
4042
$1.05M ﹤0.01%
17,472
+511
4043
$1.05M ﹤0.01%
72,435
+37,377
4044
$1.05M ﹤0.01%
18,394
-155
4045
$1.04M ﹤0.01%
48,959
-5,611
4046
$1.04M ﹤0.01%
71,836
-29,493
4047
$1.04M ﹤0.01%
47,449
-3,695
4048
$1.04M ﹤0.01%
29,943
+21,388
4049
$1.04M ﹤0.01%
38,281
+22,458
4050
$1.03M ﹤0.01%
144,739
-231,576
160 161
162
163 164