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
2426
$6.46M ﹤0.01%
2,392,787
-61,615
2427
$6.46M ﹤0.01%
327,642
+162,144
2428
$6.45M ﹤0.01%
90,377
+19,866
2429
$6.45M ﹤0.01%
42,279
-18,958
2430
$6.45M ﹤0.01%
1,874,227
+1,854,010
2431
$6.44M ﹤0.01%
374,189
+186,038
2432
$6.44M ﹤0.01%
260,304
+1,794
2433
$6.43M ﹤0.01%
93,188
-5,626
2434
$6.43M ﹤0.01%
281,664
-312,428
2435
$6.42M ﹤0.01%
210,689
+134,681
2436
$6.42M ﹤0.01%
191,404
+36,693
2437
$6.42M ﹤0.01%
530,385
-139,785
2438
$6.41M ﹤0.01%
53,180
-14,001
2439
$6.39M ﹤0.01%
187,508
+31,154
2440
$6.39M ﹤0.01%
202,428
+195,741
2441
$6.38M ﹤0.01%
599,260
-335,212
2442
$6.38M ﹤0.01%
484,864
-122,020
2443
$6.37M ﹤0.01%
109,439
+78,255
2444
$6.36M ﹤0.01%
820,239
-466,320
2445
$6.36M ﹤0.01%
125,076
+28,297
2446
$6.3M ﹤0.01%
237,466
-46,728
2447
$6.3M ﹤0.01%
191,240
+44,866
2448
$6.3M ﹤0.01%
177,876
-18,658
2449
$6.29M ﹤0.01%
211,684
+15,981
2450
$6.29M ﹤0.01%
235,796
+115,890
96 97
98
99 100