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
2776
$4.06M ﹤0.01%
149,187
-49,569
2777
$4.05M ﹤0.01%
2,484,646
-1,656,588
2778
$4.05M ﹤0.01%
3,579
-226
2779
$4.04M ﹤0.01%
238,953
+9,517
2780
$4.04M ﹤0.01%
54,896
+17,076
2781
$4.04M ﹤0.01%
45,784
+477
2782
$4.04M ﹤0.01%
763,606
+259,884
2783
$4.03M ﹤0.01%
308,449
-17,575
2784
$4.02M ﹤0.01%
514,370
+8,588
2785
$4.02M ﹤0.01%
354,349
-24,015
2786
$4.02M ﹤0.01%
470,781
-149,333
2787
$4.02M ﹤0.01%
74,775
-11,822
2788
$4M ﹤0.01%
160,622
-29,190
2789
$4M ﹤0.01%
305,416
-41,154
2790
$3.99M ﹤0.01%
249,414
+65,030
2791
$3.99M ﹤0.01%
156,049
-17,235
2792
$3.98M ﹤0.01%
275,386
-166,714
2793
$3.98M ﹤0.01%
309,790
+291,683
2794
$3.98M ﹤0.01%
215,668
+205,332
2795
$3.97M ﹤0.01%
128,339
+106,413
2796
$3.97M ﹤0.01%
288,873
+147,561
2797
$3.95M ﹤0.01%
42,235
-2,586
2798
$3.93M ﹤0.01%
151,506
-166,283
2799
$3.93M ﹤0.01%
345,619
+20,202
2800
$3.92M ﹤0.01%
327,844
+14,986
110 111
112
113 114