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
4151
$907K ﹤0.01%
17,916
+9,739
4152
$906K ﹤0.01%
24,238
-15,779
4153
$905K ﹤0.01%
22,760
+5,053
4154
$905K ﹤0.01%
38,229
-25,968
4155
$903K ﹤0.01%
2,656
-389
4156
$901K ﹤0.01%
18,661
+3,666
4157
$901K ﹤0.01%
41,571
+25,726
4158
$900K ﹤0.01%
50,527
+42,416
4159
$899K ﹤0.01%
130,990
+54,146
4160
$898K ﹤0.01%
71,182
-1,996
4161
$897K ﹤0.01%
33,368
+4,073
4162
$896K ﹤0.01%
59,248
-6,599
4163
$894K ﹤0.01%
38,419
-33,146
4164
$892K ﹤0.01%
79,448
+41,876
4165
$891K ﹤0.01%
26,852
-68,527
4166
$890K ﹤0.01%
32,770
+13,244
4167
$890K ﹤0.01%
37,586
-3,295
4168
$889K ﹤0.01%
85,440
+83,840
4169
$887K ﹤0.01%
45,730
-5,561
4170
$887K ﹤0.01%
17,129
+5,791
4171
$887K ﹤0.01%
128,962
-197,614
4172
$887K ﹤0.01%
35,437
+660
4173
$884K ﹤0.01%
30,208
-27,179
4174
$882K ﹤0.01%
61,015
-75,115
4175
$881K ﹤0.01%
120,494
+26,147
165 166
167
168 169