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
4076
$996K ﹤0.01%
68,243
+68,240
4077
$994K ﹤0.01%
52,288
-3,089
4078
$994K ﹤0.01%
42,770
-9,205
4079
$994K ﹤0.01%
85,536
+85,524
4080
$993K ﹤0.01%
48,068
-4,031
4081
$993K ﹤0.01%
1,035
-13
4082
$992K ﹤0.01%
40,094
-13,041
4083
$990K ﹤0.01%
161,812
+93,453
4084
$989K ﹤0.01%
274,804
-77,053
4085
$987K ﹤0.01%
66,592
-20,192
4086
$985K ﹤0.01%
27,278
-23,904
4087
$985K ﹤0.01%
31,476
+4,682
4088
$984K ﹤0.01%
132,090
-254,690
4089
$983K ﹤0.01%
40,529
-4,961
4090
$983K ﹤0.01%
31,608
-15,323
4091
$982K ﹤0.01%
165,894
-21,872
4092
$981K ﹤0.01%
107,821
+56,964
4093
$980K ﹤0.01%
27,858
+3,129
4094
$980K ﹤0.01%
4,651
-2,877
4095
$979K ﹤0.01%
1,237
-818
4096
$979K ﹤0.01%
75,528
-115,596
4097
$978K ﹤0.01%
156,871
+7,458
4098
$977K ﹤0.01%
54,814
-108,318
4099
$975K ﹤0.01%
26,151
-31,768
4100
$974K ﹤0.01%
18,927
+9,946
162 163
164
165 166