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
5151
$199K ﹤0.01%
15,636
-7,632
5152
$198K ﹤0.01%
11,222
-4,722
5153
$198K ﹤0.01%
10,490
-209,714
5154
$198K ﹤0.01%
3,872
-126
5155
$197K ﹤0.01%
11,031
-419
5156
$197K ﹤0.01%
11,238
+3,519
5157
$196K ﹤0.01%
20,306
+6,078
5158
$196K ﹤0.01%
3,838
-861
5159
$195K ﹤0.01%
15,218
+13,693
5160
$195K ﹤0.01%
20,884
+9,181
5161
$195K ﹤0.01%
2,656
-1,382
5162
$195K ﹤0.01%
63,029
-45,775
5163
$194K ﹤0.01%
34,869
-9,812
5164
$193K ﹤0.01%
11,336
+1,128
5165
$193K ﹤0.01%
+15,560
5166
$193K ﹤0.01%
14,349
+9,219
5167
$193K ﹤0.01%
13,784
-46,343
5168
$192K ﹤0.01%
12,504
-7,394
5169
$192K ﹤0.01%
75,118
+65,023
5170
$192K ﹤0.01%
5,343
-10,864
5171
$191K ﹤0.01%
39,661
-14,852
5172
$191K ﹤0.01%
65,995
+65,149
5173
$190K ﹤0.01%
5,318
+191
5174
$190K ﹤0.01%
8,766
-1,768
5175
$190K ﹤0.01%
3,255
-820
205 206
207
208 209