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
4651
$452K ﹤0.01%
21,522
-1,157
4652
$452K ﹤0.01%
106,176
+81,945
4653
$452K ﹤0.01%
19,916
+6,344
4654
$451K ﹤0.01%
15,198
-8,994
4655
$450K ﹤0.01%
+9,522
4656
$449K ﹤0.01%
40,637
+38,089
4657
$449K ﹤0.01%
14,980
+844
4658
$449K ﹤0.01%
2,384
+2,228
4659
$448K ﹤0.01%
21,420
+990
4660
$448K ﹤0.01%
9,116
+562
4661
$447K ﹤0.01%
31,751
+1,662
4662
$447K ﹤0.01%
118,171
-18,273
4663
$446K ﹤0.01%
22,496
+14,903
4664
$446K ﹤0.01%
17,036
+3,636
4665
$446K ﹤0.01%
43,354
-27,181
4666
$445K ﹤0.01%
25,625
+25,224
4667
$445K ﹤0.01%
9,609
-1,527
4668
$444K ﹤0.01%
29,281
-413,637
4669
$444K ﹤0.01%
67,512
+39,536
4670
$444K ﹤0.01%
13,816
-542
4671
$444K ﹤0.01%
16,832
+5,724
4672
$444K ﹤0.01%
31,358
+26,998
4673
$442K ﹤0.01%
104,761
+9,838
4674
$441K ﹤0.01%
13,603
-3,747
4675
$440K ﹤0.01%
77,708
+5,666
185 186
187
188 189