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
4976
$273K ﹤0.01%
16,805
+15,672
4977
$273K ﹤0.01%
22,115
-1,491
4978
$272K ﹤0.01%
4,026
-6,876
4979
$272K ﹤0.01%
2,486
+407
4980
$271K ﹤0.01%
12,900
-1,700
4981
$271K ﹤0.01%
91,434
+11,473
4982
$270K ﹤0.01%
3,467
-8,512
4983
$270K ﹤0.01%
63,839
+63,251
4984
$269K ﹤0.01%
5,952
-2,106
4985
$269K ﹤0.01%
99,644
-86,338
4986
$267K ﹤0.01%
21,897
+2,704
4987
$267K ﹤0.01%
33,111
-7,608
4988
$266K ﹤0.01%
9,814
-17,321
4989
$266K ﹤0.01%
5,248
-68
4990
$266K ﹤0.01%
5,001
-27,470
4991
$265K ﹤0.01%
15,600
-12,680
4992
$264K ﹤0.01%
19,538
-7,081
4993
$263K ﹤0.01%
3,321
-1,567
4994
$263K ﹤0.01%
97,402
+97,146
4995
$262K ﹤0.01%
12,630
-1,958
4996
$261K ﹤0.01%
+10,720
4997
$260K ﹤0.01%
5,392
-752
4998
$260K ﹤0.01%
19,180
-9,980
4999
$260K ﹤0.01%
59,791
+15,334
5000
$260K ﹤0.01%
18,868
-7,053
198 199
200
201 202