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
4801
$373K ﹤0.01%
62,418
+65
4802
$371K ﹤0.01%
23,764
-3,627
4803
$371K ﹤0.01%
21,633
+17,181
4804
$371K ﹤0.01%
7,755
-475
4805
$371K ﹤0.01%
9,594
-112
4806
$370K ﹤0.01%
33,028
-79,413
4807
$369K ﹤0.01%
20,741
-1,485
4808
$368K ﹤0.01%
8,925
-27,161
4809
$367K ﹤0.01%
25,624
-11,176
4810
$365K ﹤0.01%
1,641
-2,781
4811
$365K ﹤0.01%
26,450
+16,600
4812
$365K ﹤0.01%
10,592
-4,025
4813
$363K ﹤0.01%
6,389
-1,410
4814
$363K ﹤0.01%
56,580
+30,692
4815
$362K ﹤0.01%
9,263
-23,735
4816
$361K ﹤0.01%
15,348
-50,836
4817
$361K ﹤0.01%
30,709
+3,359
4818
$361K ﹤0.01%
42,725
-11,396
4819
$361K ﹤0.01%
16,101
+15,279
4820
$360K ﹤0.01%
21,448
+15,241
4821
$360K ﹤0.01%
28,375
-7,750
4822
$359K ﹤0.01%
11
+3
4823
$359K ﹤0.01%
14,996
+9,056
4824
$359K ﹤0.01%
25,434
+18,322
4825
$358K ﹤0.01%
25,413
+1,241
191 192
193
194 195