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
4551
$520K ﹤0.01%
45,117
+18,386
4552
$519K ﹤0.01%
46,698
+43,704
4553
$517K ﹤0.01%
+45,864
4554
$516K ﹤0.01%
226,615
+161,178
4555
$515K ﹤0.01%
37,965
+7,165
4556
$515K ﹤0.01%
23,173
+2,609
4557
$514K ﹤0.01%
40,561
-44,375
4558
$514K ﹤0.01%
10,363
+594
4559
$513K ﹤0.01%
34,464
+20,644
4560
$512K ﹤0.01%
27,892
-35,253
4561
$512K ﹤0.01%
26,453
+15,555
4562
$512K ﹤0.01%
188,993
-42,388
4563
$510K ﹤0.01%
25,005
-2,785
4564
$510K ﹤0.01%
191,712
-3,000
4565
$509K ﹤0.01%
20,407
-20,451
4566
$509K ﹤0.01%
75,028
+50,001
4567
$509K ﹤0.01%
18,331
-38,996
4568
$509K ﹤0.01%
17,901
-2,391
4569
$508K ﹤0.01%
15,728
+14,728
4570
$508K ﹤0.01%
29,777
-34,305
4571
$507K ﹤0.01%
6,625
-511
4572
$507K ﹤0.01%
38,309
+4,801
4573
$505K ﹤0.01%
26,697
+8,542
4574
$505K ﹤0.01%
53,114
-17,700
4575
$505K ﹤0.01%
12,432
+4,528
181 182
183
184 185