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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
5251
$160K ﹤0.01%
3,513
-16
5252
$160K ﹤0.01%
19,899
-9,939
5253
$160K ﹤0.01%
37,377
+17,894
5254
$160K ﹤0.01%
6,656
+681
5255
$158K ﹤0.01%
6,226
+819
5256
$157K ﹤0.01%
295,725
+81,507
5257
$157K ﹤0.01%
22,306
+643
5258
$157K ﹤0.01%
+2
5259
$157K ﹤0.01%
8,230
-18,570
5260
$157K ﹤0.01%
2,081
+240
5261
$157K ﹤0.01%
599
-422
5262
$157K ﹤0.01%
19,879
+13,943
5263
$156K ﹤0.01%
9,143
+3,034
5264
$156K ﹤0.01%
10,257
+20
5265
$155K ﹤0.01%
17,066
+11,461
5266
$155K ﹤0.01%
25,196
+19,677
5267
$154K ﹤0.01%
9,013
-67,246
5268
$154K ﹤0.01%
2,600
5269
$153K ﹤0.01%
17,858
+6,751
5270
$153K ﹤0.01%
6,996
+4,627
5271
$153K ﹤0.01%
6,753
+853
5272
$153K ﹤0.01%
2,286
-398
5273
$152K ﹤0.01%
+559
5274
$152K ﹤0.01%
13,375
-108,987
5275
$152K ﹤0.01%
11,949
+6,207
209 210
211
212 213