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
5676
$56K ﹤0.01%
4,158
-2,726
5677
$56K ﹤0.01%
11,313
-7,472
5678
$55K ﹤0.01%
2,838
-5,586
5679
$55K ﹤0.01%
2,930
-12,217
5680
$55K ﹤0.01%
3,218
+3,114
5681
$55K ﹤0.01%
1,315
-48,502
5682
$55K ﹤0.01%
17,441
+8,875
5683
$55K ﹤0.01%
+17,300
5684
$54K ﹤0.01%
20,750
5685
$54K ﹤0.01%
1,299
-32,808
5686
$54K ﹤0.01%
3,766
-3
5687
$54K ﹤0.01%
3,382
-10
5688
$54K ﹤0.01%
+973
5689
$54K ﹤0.01%
8,062
+4,000
5690
$53K ﹤0.01%
7,218
-97,800
5691
$53K ﹤0.01%
1,908
+1,543
5692
$53K ﹤0.01%
1,878
+1,287
5693
$53K ﹤0.01%
9
+8
5694
$53K ﹤0.01%
17,786
-6,921
5695
$53K ﹤0.01%
1,405
-10,411
5696
$52K ﹤0.01%
167
-635
5697
$52K ﹤0.01%
3,446
+948
5698
$52K ﹤0.01%
3,047
-290
5699
$52K ﹤0.01%
3,175
5700
$52K ﹤0.01%
3,421
226 227
228
229 230