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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
4951
$283K ﹤0.01%
11,518
-209,883
4952
$283K ﹤0.01%
16,329
+3,822
4953
$283K ﹤0.01%
7,882
-4,230
4954
$281K ﹤0.01%
7,999
+167
4955
$281K ﹤0.01%
12,481
-8,459
4956
$281K ﹤0.01%
29,470
+5,680
4957
$280K ﹤0.01%
14,250
-3,690
4958
$280K ﹤0.01%
7,803
+75
4959
$280K ﹤0.01%
38,458
+2,993
4960
$280K ﹤0.01%
18,631
-3,000
4961
$280K ﹤0.01%
16,543
-82
4962
$280K ﹤0.01%
33,642
-29,285
4963
$280K ﹤0.01%
223,493
+4,766
4964
$280K ﹤0.01%
10,514
+10,373
4965
$279K ﹤0.01%
28,768
+14,093
4966
$278K ﹤0.01%
19,757
+7,518
4967
$277K ﹤0.01%
37,056
-11,700
4968
$277K ﹤0.01%
38,082
-3,141
4969
$277K ﹤0.01%
28,753
-47,784
4970
$276K ﹤0.01%
11,995
+9,495
4971
$276K ﹤0.01%
23,895
-9,281
4972
$275K ﹤0.01%
12,094
-4,076
4973
$275K ﹤0.01%
21,291
+7,685
4974
$273K ﹤0.01%
120,269
+3,973
4975
$273K ﹤0.01%
10,158
-326
197 198
199
200 201