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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
6026
$13K ﹤0.01%
600
6027
$13K ﹤0.01%
316
6028
$13K ﹤0.01%
+1,437
6029
$13K ﹤0.01%
801
6030
$13K ﹤0.01%
1,225
-326
6031
$12K ﹤0.01%
+315
6032
$12K ﹤0.01%
3,728
6033
$12K ﹤0.01%
1,030
-6,244
6034
$12K ﹤0.01%
4,302
-248
6035
$12K ﹤0.01%
490
6036
$12K ﹤0.01%
918
+900
6037
$12K ﹤0.01%
130
+50
6038
– –
0
6039
$12K ﹤0.01%
4
+1
6040
$12K ﹤0.01%
962
6041
$12K ﹤0.01%
1,003
6042
$12K ﹤0.01%
12,600
+8,100
6043
$12K ﹤0.01%
588
-694
6044
$12K ﹤0.01%
861
+22
6045
$12K ﹤0.01%
+13,992
6046
$12K ﹤0.01%
2,125
6047
$12K ﹤0.01%
1,456
+1,428
6048
$11K ﹤0.01%
3,908
-89,658
6049
$11K ﹤0.01%
3,380
6050
$11K ﹤0.01%
3,011
-1,000
240 241
242
243 244