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
5076
$229K ﹤0.01%
124,500
5077
$229K ﹤0.01%
5,411
5078
$229K ﹤0.01%
53,025
-875
5079
$229K ﹤0.01%
12,037
+777
5080
$228K ﹤0.01%
10,876
-7,679
5081
$228K ﹤0.01%
26,673
-89,260
5082
$228K ﹤0.01%
32,246
+13,824
5083
$228K ﹤0.01%
35,875
-16,337
5084
$228K ﹤0.01%
13,266
+1,832
5085
$228K ﹤0.01%
22,803
-200
5086
$228K ﹤0.01%
9,025
+3,952
5087
$227K ﹤0.01%
2,401
+934
5088
$227K ﹤0.01%
862
-174
5089
$227K ﹤0.01%
32,206
-18,159
5090
$227K ﹤0.01%
10,913
-924
5091
$226K ﹤0.01%
4,662
+2,259
5092
$226K ﹤0.01%
7,776
+6,561
5093
$225K ﹤0.01%
20,097
-58,266
5094
$223K ﹤0.01%
10,360
-28,350
5095
$223K ﹤0.01%
+1,532
5096
$223K ﹤0.01%
254,200
-91,942
5097
$222K ﹤0.01%
13,888
+890
5098
$222K ﹤0.01%
4,560
5099
$222K ﹤0.01%
14,756
+6,650
5100
$221K ﹤0.01%
2,510
-8,645
202 203
204
205 206