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
4176
$880K ﹤0.01%
51,295
+38,583
4177
$879K ﹤0.01%
41,800
+25,400
4178
$876K ﹤0.01%
181,931
-19,049
4179
$876K ﹤0.01%
292,093
+19,438
4180
$876K ﹤0.01%
57,842
-5,560
4181
$876K ﹤0.01%
348,857
+318,674
4182
$876K ﹤0.01%
137,671
+116,421
4183
$873K ﹤0.01%
25,550
+3,112
4184
$872K ﹤0.01%
60,555
+4,446
4185
$871K ﹤0.01%
122,135
-76,730
4186
$871K ﹤0.01%
60,309
+31,798
4187
$870K ﹤0.01%
+62,410
4188
$869K ﹤0.01%
170,189
-321,124
4189
$869K ﹤0.01%
25,923
-68,716
4190
$869K ﹤0.01%
21,960
-15,480
4191
$865K ﹤0.01%
+283,414
4192
$864K ﹤0.01%
560,599
+509,056
4193
$863K ﹤0.01%
68,400
+9,367
4194
$863K ﹤0.01%
179,831
+114,722
4195
$863K ﹤0.01%
65,227
+24,257
4196
$862K ﹤0.01%
152,052
-19,495
4197
$862K ﹤0.01%
89,514
-26,675
4198
$860K ﹤0.01%
91,718
+85,045
4199
$860K ﹤0.01%
57,911
-41,814
4200
$860K ﹤0.01%
92,552
-168,694
166 167
168
169 170