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
4326
$725K ﹤0.01%
44,295
-1,512
4327
$725K ﹤0.01%
38,438
+20,286
4328
$724K ﹤0.01%
41,690
+24,292
4329
$724K ﹤0.01%
48
+27
4330
$723K ﹤0.01%
146,444
-41,179
4331
$723K ﹤0.01%
34,034
-3,248
4332
$720K ﹤0.01%
80,372
-81,312
4333
$719K ﹤0.01%
203,154
+101,314
4334
$719K ﹤0.01%
25,492
-26,210
4335
$717K ﹤0.01%
35,493
+11,659
4336
$717K ﹤0.01%
48,679
+36,206
4337
$715K ﹤0.01%
277,200
-441,482
4338
$714K ﹤0.01%
41,567
+27
4339
$714K ﹤0.01%
82,465
-29,467
4340
$714K ﹤0.01%
39,924
-490
4341
$712K ﹤0.01%
51,128
+23,523
4342
$712K ﹤0.01%
211,192
+15,058
4343
$710K ﹤0.01%
134,766
-1,158
4344
$710K ﹤0.01%
161,779
+132,751
4345
$710K ﹤0.01%
24,307
+9,399
4346
$710K ﹤0.01%
21,381
-805
4347
$709K ﹤0.01%
39,203
-1,082
4348
$708K ﹤0.01%
96,512
-645,757
4349
$708K ﹤0.01%
76,884
-136,435
4350
$707K ﹤0.01%
12,413
-114,926
172 173
174
175 176