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
4751
$400K ﹤0.01%
16,521
-135
4752
$399K ﹤0.01%
12,235
-9,096
4753
$399K ﹤0.01%
25,498
+490
4754
$399K ﹤0.01%
57,611
+3,447
4755
$398K ﹤0.01%
45,508
-350
4756
$398K ﹤0.01%
64,327
-4,244
4757
$398K ﹤0.01%
7,670
-7,609
4758
$398K ﹤0.01%
32,896
+1,011
4759
$398K ﹤0.01%
8,291
+1,125
4760
$397K ﹤0.01%
+16,131
4761
$397K ﹤0.01%
29,038
4762
$397K ﹤0.01%
16,740
+9,506
4763
$395K ﹤0.01%
6,198
-6,992
4764
$394K ﹤0.01%
34,100
+12,351
4765
$393K ﹤0.01%
13,642
-11,556
4766
$391K ﹤0.01%
17,729
-5,172
4767
$391K ﹤0.01%
5,985
+3,108
4768
$391K ﹤0.01%
26,312
-785
4769
$390K ﹤0.01%
1,359
-771
4770
$389K ﹤0.01%
75,478
-9,660
4771
$389K ﹤0.01%
2,808
-2,848
4772
$389K ﹤0.01%
27,183
-8,528
4773
$388K ﹤0.01%
19,213
-2,325
4774
$387K ﹤0.01%
13,169
+3,681
4775
$387K ﹤0.01%
18,741
+4,577
189 190
191
192 193