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
4451
$606K ﹤0.01%
249
+121
4452
$605K ﹤0.01%
45,362
+2,226
4453
$604K ﹤0.01%
5,292
-10,301
4454
$601K ﹤0.01%
18,117
-8,068
4455
$601K ﹤0.01%
12,268
-183,493
4456
$600K ﹤0.01%
10,418
-463
4457
$599K ﹤0.01%
24,304
-35,919
4458
$598K ﹤0.01%
14,223
-8,053
4459
$598K ﹤0.01%
18,349
+8,442
4460
$598K ﹤0.01%
37,813
-9,809
4461
$597K ﹤0.01%
42,141
-2,445
4462
$596K ﹤0.01%
50,611
+2,901
4463
$596K ﹤0.01%
46,625
+34,752
4464
$595K ﹤0.01%
40,037
+19,367
4465
$594K ﹤0.01%
10,462
-19,094
4466
$594K ﹤0.01%
43,197
-2,215
4467
$593K ﹤0.01%
2,864
+890
4468
$593K ﹤0.01%
34,217
-141,167
4469
$591K ﹤0.01%
23,958
+19,130
4470
$591K ﹤0.01%
13,583
-3,631
4471
$591K ﹤0.01%
42,827
-1,500
4472
$591K ﹤0.01%
13,830
-175,134
4473
$590K ﹤0.01%
21,729
+6,447
4474
$589K ﹤0.01%
17,033
-19,740
4475
$588K ﹤0.01%
34,385
+3,877
177 178
179
180 181