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
5751
$42K ﹤0.01%
250
+125
5752
$42K ﹤0.01%
29,074
5753
$42K ﹤0.01%
2,028
-132
5754
$42K ﹤0.01%
2,000
-7,230
5755
$42K ﹤0.01%
67,303
+64,778
5756
$41K ﹤0.01%
2,129
5757
$41K ﹤0.01%
7,949
-42,351
5758
$41K ﹤0.01%
8,153
-1,587
5759
$41K ﹤0.01%
1,200
5760
$41K ﹤0.01%
6,065
-7,380
5761
$41K ﹤0.01%
1,521
5762
$40K ﹤0.01%
1,763
-8,426
5763
$40K ﹤0.01%
3,707
5764
$40K ﹤0.01%
3,156
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5765
$40K ﹤0.01%
4,681
+1,170
5766
$40K ﹤0.01%
4,542
-3,723
5767
$40K ﹤0.01%
1,754
5768
$40K ﹤0.01%
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5769
$40K ﹤0.01%
3,571
-501
5770
$39K ﹤0.01%
3,927
-100
5771
$38K ﹤0.01%
18,154
-26,304
5772
– –
0
5773
$38K ﹤0.01%
6,050
5774
$38K ﹤0.01%
1,521
-9,222
5775
$38K ﹤0.01%
1,520
+452
229 230
231
232 233