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
4826
$358K ﹤0.01%
46,470
-13,075
4827
$358K ﹤0.01%
23,615
+15,053
4828
$357K ﹤0.01%
27,020
-212
4829
$357K ﹤0.01%
18,493
+16,025
4830
$356K ﹤0.01%
21,455
+1,504
4831
$356K ﹤0.01%
53,971
-104,837
4832
$355K ﹤0.01%
18,045
+5,528
4833
$353K ﹤0.01%
38,788
-80,233
4834
$353K ﹤0.01%
405,174
-164,103
4835
$352K ﹤0.01%
34,474
-9,803
4836
$348K ﹤0.01%
13,951
-31,622
4837
$348K ﹤0.01%
13,936
+12,969
4838
$348K ﹤0.01%
11,882
-1,484
4839
$348K ﹤0.01%
43,337
-18,122
4840
$347K ﹤0.01%
11,600
+9,925
4841
$347K ﹤0.01%
100,167
+74,132
4842
$347K ﹤0.01%
7,352
+53
4843
$347K ﹤0.01%
17,524
-66,018
4844
$347K ﹤0.01%
163,360
-99,216
4845
$346K ﹤0.01%
55,226
-5,890
4846
$346K ﹤0.01%
26,146
-36,002
4847
$345K ﹤0.01%
12,614
-1,405
4848
$345K ﹤0.01%
51,589
-222,196
4849
$345K ﹤0.01%
20,920
-12,291
4850
$341K ﹤0.01%
6,822
+5,304
192 193
194
195 196