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
4476
$586K ﹤0.01%
50,461
+26,600
4477
$586K ﹤0.01%
101,112
+36,934
4478
$586K ﹤0.01%
45,805
-5,861
4479
$585K ﹤0.01%
43,113
-25,093
4480
$585K ﹤0.01%
8,734
-607
4481
$584K ﹤0.01%
11,475
+6,957
4482
$584K ﹤0.01%
56,610
-546,486
4483
$583K ﹤0.01%
25,739
+12,688
4484
$582K ﹤0.01%
23,338
+23,099
4485
$581K ﹤0.01%
92,374
-14,579
4486
$577K ﹤0.01%
15,400
-16,854
4487
$576K ﹤0.01%
35,952
+32,627
4488
$576K ﹤0.01%
8,416
-12,700
4489
$576K ﹤0.01%
7,271
-96
4490
$576K ﹤0.01%
30,740
-983
4491
$576K ﹤0.01%
12,409
+11,380
4492
$575K ﹤0.01%
31,176
-82,571
4493
$571K ﹤0.01%
50,593
-4,296
4494
$570K ﹤0.01%
9,043
+42
4495
$570K ﹤0.01%
13,298
+12,942
4496
$569K ﹤0.01%
15,826
+1,492
4497
$569K ﹤0.01%
377,156
-74,900
4498
$569K ﹤0.01%
47,661
-53,298
4499
$567K ﹤0.01%
41,234
-35,095
4500
$567K ﹤0.01%
31,454
-381,043
178 179
180
181 182