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
2451
$6.28M ﹤0.01%
131,888
+7,540
2452
$6.28M ﹤0.01%
212,846
+166,912
2453
$6.27M ﹤0.01%
165,277
+7,852
2454
$6.26M ﹤0.01%
372,868
+316,790
2455
$6.26M ﹤0.01%
202,521
-6,282
2456
$6.26M ﹤0.01%
94,710
-12,663
2457
$6.26M ﹤0.01%
816,184
-12,569
2458
$6.26M ﹤0.01%
46,195
-3,788
2459
$6.25M ﹤0.01%
1,190,481
+45,854
2460
$6.24M ﹤0.01%
241,968
+79,596
2461
$6.24M ﹤0.01%
1,185,811
-137,228
2462
$6.23M ﹤0.01%
72,002
+15,222
2463
$6.23M ﹤0.01%
209,112
-153,472
2464
$6.23M ﹤0.01%
214,886
-36,493
2465
$6.22M ﹤0.01%
748,342
+92,303
2466
$6.21M ﹤0.01%
392,678
+34,797
2467
$6.2M ﹤0.01%
248,442
-58,998
2468
$6.2M ﹤0.01%
322,760
-22,119
2469
$6.2M ﹤0.01%
160,883
-84,568
2470
$6.19M ﹤0.01%
230,952
-40,414
2471
$6.18M ﹤0.01%
236,765
+131,831
2472
$6.18M ﹤0.01%
65,980
+5,171
2473
$6.16M ﹤0.01%
390,536
-101,521
2474
$6.15M ﹤0.01%
413,364
+83,953
2475
$6.14M ﹤0.01%
70,135
+61,327
97 98
99
100 101