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
4701
$427K ﹤0.01%
8,579
+279
4702
$426K ﹤0.01%
11,417
-43,472
4703
$426K ﹤0.01%
24,862
4704
$425K ﹤0.01%
80,659
-30,046
4705
$425K ﹤0.01%
21,498
+532
4706
$425K ﹤0.01%
15,087
+6,507
4707
$422K ﹤0.01%
5,142
+2,212
4708
$422K ﹤0.01%
17,480
-25,182
4709
$421K ﹤0.01%
24,164
-17,716
4710
$421K ﹤0.01%
36,963
+11,340
4711
$420K ﹤0.01%
16,181
-12,769
4712
$420K ﹤0.01%
12,776
+380
4713
$419K ﹤0.01%
11,787
-66,560
4714
$419K ﹤0.01%
25,883
-6,171
4715
$418K ﹤0.01%
7,494
-8,990
4716
$417K ﹤0.01%
40,997
-1,294,529
4717
$417K ﹤0.01%
23,420
-37,536
4718
$416K ﹤0.01%
59,447
-15,471
4719
$416K ﹤0.01%
28,966
-3,602
4720
$416K ﹤0.01%
102,813
-23,097
4721
$416K ﹤0.01%
31,402
+1,218
4722
$416K ﹤0.01%
31,794
+1,748
4723
$415K ﹤0.01%
29,085
-2,845
4724
$415K ﹤0.01%
19,893
+13,915
4725
$414K ﹤0.01%
172,481
+1,494
187 188
189
190 191