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
4601
$488K ﹤0.01%
291,812
+39,097
4602
$487K ﹤0.01%
46,986
-5,210
4603
$487K ﹤0.01%
61,146
+5,659
4604
$486K ﹤0.01%
66,586
+21,348
4605
$484K ﹤0.01%
25,715
-5,060
4606
$484K ﹤0.01%
14,787
+1,792
4607
$483K ﹤0.01%
102,098
-142,375
4608
$482K ﹤0.01%
8,331
+31
4609
$482K ﹤0.01%
89,673
-5,268
4610
$482K ﹤0.01%
9,960
-43,747
4611
$481K ﹤0.01%
144,431
+20,369
4612
$481K ﹤0.01%
4,423
-1,385
4613
$481K ﹤0.01%
24,278
+3,787
4614
$481K ﹤0.01%
34,646
+3,842
4615
$481K ﹤0.01%
25,280
-18,536
4616
$477K ﹤0.01%
28,647
-17,578
4617
$476K ﹤0.01%
67,208
-30,308
4618
$476K ﹤0.01%
39,602
+1,059
4619
$475K ﹤0.01%
7,506
-12,954
4620
$475K ﹤0.01%
12,576
-484
4621
$472K ﹤0.01%
5
4622
$471K ﹤0.01%
41,449
-35,437
4623
$470K ﹤0.01%
303,329
-233,799
4624
$470K ﹤0.01%
17,406
-175,303
4625
$470K ﹤0.01%
335
+317
183 184
185
186 187