Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271B
AUM Growth
-$17.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,121
New
Increased
Reduced
Closed

Top Buys

1
+$9.9B
2
+$1.34B
3
+$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1
+$1.21B
2
+$1.2B
3
+$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$458M

Sector Composition

1 Healthcare 9.07%
2 Financials 8.9%
3 Technology 7.48%
4 Consumer Discretionary 7.12%
5 Communication Services 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$4.57M ﹤0.01%
98,429
-35,534
2677
$4.56M ﹤0.01%
393,605
-121,379
2678
$4.56M ﹤0.01%
54,121
+24,311
2679
$4.56M ﹤0.01%
558,432
-24,912
2680
$4.56M ﹤0.01%
226,750
+46,391
2681
$4.55M ﹤0.01%
441,252
+253,010
2682
$4.55M ﹤0.01%
1,399,411
-106,918
2683
$4.54M ﹤0.01%
1,572,392
+1,106,208
2684
$4.54M ﹤0.01%
78,910
+41,412
2685
$4.53M ﹤0.01%
160,712
+82,697
2686
$4.52M ﹤0.01%
987
+31
2687
$4.52M ﹤0.01%
294,008
+127,488
2688
$4.51M ﹤0.01%
144,164
-14,701
2689
$4.51M ﹤0.01%
162,074
+102,485
2690
$4.5M ﹤0.01%
347,315
+358
2691
$4.5M ﹤0.01%
174,197
-22,763
2692
$4.5M ﹤0.01%
81,159
+57,851
2693
$4.5M ﹤0.01%
130,587
+77,617
2694
$4.49M ﹤0.01%
251,275
-101,227
2695
$4.49M ﹤0.01%
376,668
-91,550
2696
$4.45M ﹤0.01%
371,700
-871,698
2697
$4.45M ﹤0.01%
235,192
-71,692
2698
$4.44M ﹤0.01%
138,713
-9,248
2699
$4.44M ﹤0.01%
251,926
-133,454
2700
$4.44M ﹤0.01%
326,419
-441,902
106 107
108
109 110