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
5001
$259K ﹤0.01%
10,242
+919
5002
$259K ﹤0.01%
15,616
-6,484
5003
$258K ﹤0.01%
24,876
+1,823
5004
$258K ﹤0.01%
+7,505
5005
$257K ﹤0.01%
34,079
-786
5006
$257K ﹤0.01%
30,833
+27,723
5007
$256K ﹤0.01%
+5,108
5008
$255K ﹤0.01%
21,566
+19,731
5009
$255K ﹤0.01%
9,979
-6,654
5010
$254K ﹤0.01%
87,259
-131,514
5011
$254K ﹤0.01%
7,810
+500
5012
$254K ﹤0.01%
38,203
-22,324
5013
$254K ﹤0.01%
3,637
+2,179
5014
$253K ﹤0.01%
23,368
-7,290
5015
$252K ﹤0.01%
4,979
-3,699
5016
$252K ﹤0.01%
20,992
+2,047
5017
$252K ﹤0.01%
7,161
+6,253
5018
$252K ﹤0.01%
9,577
-170
5019
$252K ﹤0.01%
+8,656
5020
$250K ﹤0.01%
+5,104
5021
$250K ﹤0.01%
24,564
-15,356
5022
$250K ﹤0.01%
9,176
-29
5023
$250K ﹤0.01%
16,959
+884
5024
$250K ﹤0.01%
8,111
+7,936
5025
$250K ﹤0.01%
22,288
+10,714
199 200
201
202 203