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
5476
$94K ﹤0.01%
+24,806
5477
$94K ﹤0.01%
10,508
5478
$94K ﹤0.01%
1,436
-44
5479
$94K ﹤0.01%
2,322
+122
5480
$94K ﹤0.01%
34,990
-10,126
5481
$94K ﹤0.01%
10,170
-7,277
5482
$93K ﹤0.01%
4,916
+2,022
5483
$92K ﹤0.01%
20,336
+7,396
5484
$92K ﹤0.01%
8,312
-3,571
5485
$92K ﹤0.01%
3,338
-18,889
5486
$92K ﹤0.01%
5,163
-740
5487
$92K ﹤0.01%
16,184
-102,769
5488
$91K ﹤0.01%
2,006
-845
5489
$91K ﹤0.01%
44,062
+39,322
5490
$91K ﹤0.01%
9,543
-5,726
5491
$90K ﹤0.01%
7,763
-675
5492
$90K ﹤0.01%
5,732
-477
5493
$90K ﹤0.01%
8,149
-46,103
5494
$90K ﹤0.01%
2,804
+376
5495
$90K ﹤0.01%
4
-9
5496
$89K ﹤0.01%
7,173
+1,512
5497
$89K ﹤0.01%
34,085
-3,000
5498
$89K ﹤0.01%
12,612
+1,343
5499
$89K ﹤0.01%
7,149
+169
5500
$89K ﹤0.01%
7,467
+3,981
218 219
220
221 222