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
4626
$467K ﹤0.01%
53,498
+8,984
4627
$466K ﹤0.01%
149,310
-18,588
4628
$464K ﹤0.01%
17,358
-749
4629
$463K ﹤0.01%
28,178
+4,678
4630
$463K ﹤0.01%
22,438
+12,657
4631
$463K ﹤0.01%
61,345
+13,674
4632
$462K ﹤0.01%
29,086
+4,134
4633
$462K ﹤0.01%
44,399
-40,354
4634
$461K ﹤0.01%
16,975
+3,061
4635
$461K ﹤0.01%
9,475
-3,330
4636
$460K ﹤0.01%
51,571
+5,511
4637
$459K ﹤0.01%
32,282
+391
4638
$458K ﹤0.01%
30,909
+3,004
4639
$458K ﹤0.01%
3,592
-1,778
4640
$457K ﹤0.01%
15,752
-19,930
4641
$456K ﹤0.01%
18,883
-10,478
4642
$456K ﹤0.01%
443,652
+86,645
4643
$456K ﹤0.01%
9,764
-144,337
4644
$455K ﹤0.01%
220
-29
4645
$455K ﹤0.01%
7,051
-7,218
4646
$454K ﹤0.01%
10,086
-2,540
4647
$454K ﹤0.01%
45,665
-2,467
4648
$454K ﹤0.01%
11,316
+6,899
4649
$454K ﹤0.01%
13,918
-1,496
4650
$453K ﹤0.01%
34,282
+10,403
184 185
186
187 188