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
4526
$536K ﹤0.01%
15,349
+13,265
4527
$535K ﹤0.01%
11,366
-14,541
4528
$535K ﹤0.01%
332,227
-28,016
4529
$535K ﹤0.01%
170,396
-10,303
4530
$535K ﹤0.01%
+8,165
4531
$534K ﹤0.01%
10,689
+6,542
4532
$534K ﹤0.01%
21,914
+10,174
4533
$534K ﹤0.01%
20,409
+17,715
4534
$533K ﹤0.01%
20,054
-2,368
4535
$533K ﹤0.01%
96,100
+10,804
4536
$531K ﹤0.01%
34,534
+2,417
4537
$531K ﹤0.01%
281,510
-105,525
4538
$530K ﹤0.01%
25,157
+14,994
4539
$529K ﹤0.01%
18,074
-32,524
4540
$529K ﹤0.01%
226,078
+209,075
4541
$529K ﹤0.01%
81,205
-24,028
4542
$526K ﹤0.01%
43,922
+32,550
4543
$525K ﹤0.01%
13,081
-46,546
4544
$523K ﹤0.01%
25,530
+13,888
4545
$522K ﹤0.01%
30,741
-38,415
4546
$522K ﹤0.01%
13,275
-13,488
4547
$522K ﹤0.01%
+13,944
4548
$522K ﹤0.01%
166,886
+33,265
4549
$522K ﹤0.01%
28,111
+18,234
4550
$522K ﹤0.01%
71,542
-1,699
180 181
182
183 184