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
4276
$763K ﹤0.01%
50,259
-125,631
4277
$763K ﹤0.01%
21,843
+1,539
4278
$763K ﹤0.01%
26,530
-3,456
4279
$760K ﹤0.01%
+34,815
4280
$758K ﹤0.01%
30,110
-45,929
4281
$757K ﹤0.01%
40,565
+5,605
4282
$756K ﹤0.01%
102,903
+37,717
4283
$756K ﹤0.01%
7,361
-1,587
4284
$755K ﹤0.01%
15,324
-10,433
4285
$755K ﹤0.01%
222,174
+187,988
4286
$753K ﹤0.01%
38,055
+2,035
4287
$752K ﹤0.01%
370,320
-898,128
4288
$751K ﹤0.01%
14,487
+1,333
4289
$750K ﹤0.01%
34,479
-65,629
4290
$748K ﹤0.01%
36,940
+17,179
4291
$747K ﹤0.01%
279
+63
4292
$746K ﹤0.01%
10,438
-18,890
4293
$745K ﹤0.01%
61,194
-227,022
4294
$743K ﹤0.01%
89,441
+26,598
4295
$742K ﹤0.01%
44,065
+5,135
4296
$742K ﹤0.01%
40,041
+19,686
4297
$742K ﹤0.01%
34,013
-31,401
4298
$742K ﹤0.01%
18,520
+3,536
4299
$741K ﹤0.01%
64,328
-235,969
4300
$740K ﹤0.01%
23,801
-32,433
170 171
172
173 174