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
4251
$803K ﹤0.01%
94,318
+1,319
4252
$802K ﹤0.01%
35,372
-52,999
4253
$799K ﹤0.01%
37,081
+3,124
4254
$797K ﹤0.01%
207,677
-272,252
4255
$797K ﹤0.01%
54,528
-17,019
4256
$795K ﹤0.01%
612,570
+381,389
4257
$794K ﹤0.01%
475,737
-333,433
4258
$793K ﹤0.01%
59,337
-67,605
4259
$792K ﹤0.01%
36,224
+8,446
4260
$791K ﹤0.01%
50,123
+19,611
4261
$789K ﹤0.01%
5,364
-696
4262
$784K ﹤0.01%
9,597
+5,819
4263
$784K ﹤0.01%
19,913
-8,712
4264
$781K ﹤0.01%
1,447
+555
4265
$781K ﹤0.01%
94,282
-4,579
4266
$779K ﹤0.01%
77,568
-6,615
4267
$777K ﹤0.01%
53,091
-8,500
4268
$774K ﹤0.01%
258,704
+19,746
4269
$773K ﹤0.01%
45,174
+327
4270
$773K ﹤0.01%
122,032
-3,787
4271
$768K ﹤0.01%
32,046
-7,230
4272
$768K ﹤0.01%
39,722
+3,738
4273
$766K ﹤0.01%
61,580
-3,104,894
4274
$766K ﹤0.01%
32,963
+28,757
4275
$764K ﹤0.01%
25,691
-14,220
169 170
171
172 173