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
4126
$943K ﹤0.01%
86,055
-3,487
4127
$941K ﹤0.01%
42,176
+7,050
4128
$941K ﹤0.01%
24,674
-22,206
4129
$940K ﹤0.01%
23,566
-21,874
4130
$939K ﹤0.01%
55,670
-75,658
4131
$938K ﹤0.01%
24,324
+23,626
4132
$935K ﹤0.01%
24,573
-20,451
4133
$933K ﹤0.01%
41,801
+35,303
4134
$931K ﹤0.01%
28,710
-37,465
4135
$929K ﹤0.01%
51,167
-12,036
4136
$925K ﹤0.01%
64,006
-8,268
4137
$925K ﹤0.01%
24,389
-457,103
4138
$925K ﹤0.01%
40,639
+25,117
4139
$925K ﹤0.01%
45,264
+4,412
4140
$924K ﹤0.01%
58,975
+52,477
4141
$921K ﹤0.01%
91,886
+86,810
4142
$918K ﹤0.01%
51,147
+27,835
4143
$916K ﹤0.01%
85,463
+13,772
4144
$915K ﹤0.01%
53,279
+15,441
4145
$915K ﹤0.01%
66,100
+166
4146
$914K ﹤0.01%
30,343
-5,690
4147
$914K ﹤0.01%
145,792
+22,384
4148
$912K ﹤0.01%
24,859
+3,057
4149
$910K ﹤0.01%
92,919
+1,829
4150
$908K ﹤0.01%
33,197
-2,537
164 165
166
167 168