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
4776
$387K ﹤0.01%
31,412
+26,563
4777
$387K ﹤0.01%
32,584
-58,354
4778
$386K ﹤0.01%
4,436
-790
4779
$386K ﹤0.01%
26,222
+3,384
4780
$386K ﹤0.01%
27,581
+11,677
4781
$386K ﹤0.01%
15,634
-2,937
4782
$385K ﹤0.01%
7,503
-1,024
4783
$385K ﹤0.01%
31,780
+13,385
4784
$384K ﹤0.01%
13,874
-4,158
4785
$384K ﹤0.01%
127,757
-96,913
4786
$384K ﹤0.01%
12,196
-1,160
4787
$382K ﹤0.01%
34,139
+4,331
4788
$382K ﹤0.01%
22,353
-37,791
4789
$381K ﹤0.01%
15,818
+8,596
4790
$380K ﹤0.01%
7,206
+3,704
4791
$380K ﹤0.01%
47,451
-128,967
4792
$379K ﹤0.01%
17,538
-540,616
4793
$379K ﹤0.01%
6,637
-1,964
4794
$378K ﹤0.01%
943
+569
4795
$378K ﹤0.01%
31,214
+31,201
4796
$377K ﹤0.01%
42,596
+21,490
4797
$376K ﹤0.01%
17,754
-13,182
4798
$375K ﹤0.01%
9,009
+8,092
4799
$375K ﹤0.01%
209,447
-59,092
4800
$375K ﹤0.01%
+48,109
190 191
192
193 194