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
4426
$635K ﹤0.01%
42,414
+3,350
4427
$633K ﹤0.01%
177,614
-2,987
4428
$632K ﹤0.01%
69,454
-3,134
4429
$630K ﹤0.01%
99,641
+10,017
4430
$629K ﹤0.01%
94,375
-268,032
4431
$628K ﹤0.01%
68,950
-61,348
4432
$628K ﹤0.01%
133,127
-152,289
4433
$627K ﹤0.01%
101,100
4434
$624K ﹤0.01%
53,708
-12,988
4435
$624K ﹤0.01%
91,216
-189,964
4436
$623K ﹤0.01%
88,076
-47,536
4437
$622K ﹤0.01%
1,430
+1,215
4438
$622K ﹤0.01%
35,134
-16,703
4439
$619K ﹤0.01%
6,995
+546
4440
$619K ﹤0.01%
7,862
-4,699
4441
$618K ﹤0.01%
31,117
+24,638
4442
$617K ﹤0.01%
15,387
-2,342
4443
$615K ﹤0.01%
48,971
+8,334
4444
$615K ﹤0.01%
34,772
+2,469
4445
$615K ﹤0.01%
17,734
-8,516
4446
$615K ﹤0.01%
102,272
-168,755
4447
$613K ﹤0.01%
110,575
-181,627
4448
$612K ﹤0.01%
6,984
-2,266
4449
$610K ﹤0.01%
367,217
4450
$610K ﹤0.01%
116,679
-60,622
176 177
178
179 180