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
5926
$20K ﹤0.01%
3,705
+2,700
5927
$20K ﹤0.01%
+678
5928
$20K ﹤0.01%
4,395
+2,095
5929
$20K ﹤0.01%
1,224
-37
5930
$20K ﹤0.01%
3,281
-1,040
5931
$20K ﹤0.01%
+3,366
5932
$20K ﹤0.01%
965
5933
$19K ﹤0.01%
5,592
5934
$19K ﹤0.01%
851
5935
$19K ﹤0.01%
1,100
-2,884
5936
$19K ﹤0.01%
300
5937
$19K ﹤0.01%
789
+189
5938
$19K ﹤0.01%
1,032
5939
$19K ﹤0.01%
2,035
-4,521
5940
$19K ﹤0.01%
1,498
-55,299
5941
$19K ﹤0.01%
982
5942
$19K ﹤0.01%
1,477
+594
5943
$19K ﹤0.01%
28,132
-70,167
5944
$19K ﹤0.01%
16,508
+14,877
5945
$19K ﹤0.01%
631
-260
5946
$19K ﹤0.01%
2,955
5947
$18K ﹤0.01%
+351
5948
$18K ﹤0.01%
8,521
+6,775
5949
$18K ﹤0.01%
3,003
+3,000
5950
$18K ﹤0.01%
722
236 237
238
239 240