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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
5876
$24K ﹤0.01%
904
+514
5877
$24K ﹤0.01%
4,110
+4,100
5878
$24K ﹤0.01%
3,900
-240
5879
$24K ﹤0.01%
321
-1,168
5880
$24K ﹤0.01%
684
-15,225
5881
$24K ﹤0.01%
3,509
-10,070
5882
$24K ﹤0.01%
5,275
-51,962
5883
$23K ﹤0.01%
900
-3,300
5884
$23K ﹤0.01%
1,500
+1,000
5885
– –
0
5886
$23K ﹤0.01%
1,380
-66,864
5887
$23K ﹤0.01%
2,913
5888
$23K ﹤0.01%
857
-40,313
5889
$23K ﹤0.01%
485
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5890
$23K ﹤0.01%
2,004
-1,104,526
5891
$23K ﹤0.01%
235
5892
$23K ﹤0.01%
10,359
-70,178
5893
$23K ﹤0.01%
+3,548
5894
$22K ﹤0.01%
6,033
-4,996
5895
$22K ﹤0.01%
1,433
-4,093
5896
$22K ﹤0.01%
5,083
5897
$22K ﹤0.01%
3,415
5898
$22K ﹤0.01%
9,759
+6,984
5899
$22K ﹤0.01%
3,000
-2,015
5900
$22K ﹤0.01%
989
234 235
236
237 238