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
4376
$691K ﹤0.01%
48,070
+16,285
4377
$688K ﹤0.01%
5,616
-55,595
4378
$686K ﹤0.01%
172,939
-51,207
4379
$685K ﹤0.01%
40,162
+10,783
4380
$685K ﹤0.01%
22,387
-1,964
4381
$684K ﹤0.01%
35,522
+25,748
4382
$684K ﹤0.01%
127,158
+125,069
4383
$681K ﹤0.01%
32,961
+12,380
4384
$680K ﹤0.01%
119,318
+13,941
4385
$679K ﹤0.01%
30,495
+1,602
4386
$678K ﹤0.01%
30,719
-17,848
4387
$677K ﹤0.01%
9,061
+3,702
4388
$677K ﹤0.01%
124,557
-14,410
4389
$673K ﹤0.01%
9,390
-2,344
4390
$671K ﹤0.01%
24,573
+2,471
4391
$671K ﹤0.01%
23,141
-476,189
4392
$671K ﹤0.01%
47,825
+30,154
4393
$670K ﹤0.01%
51,349
+13,642
4394
$670K ﹤0.01%
+23,607
4395
$669K ﹤0.01%
18,430
+14,048
4396
$668K ﹤0.01%
66,017
+8,429
4397
$666K ﹤0.01%
32,843
+24,643
4398
$664K ﹤0.01%
20,681
+5,032
4399
$663K ﹤0.01%
63,614
-116,291
4400
$660K ﹤0.01%
33,194
+4,373
174 175
176
177 178