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
$271B
AUM Growth
-$17.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,125
New
Increased
Reduced
Closed

Top Buys

1
+$10.5B
2
+$1.45B
3
+$625M
4
KHC icon
Kraft Heinz
KHC
+$570M
5
NFLX icon
Netflix
NFLX
+$526M

Top Sells

1
+$1.44B
2
+$1.29B
3
+$875M
4
QCOM icon
Qualcomm
QCOM
+$771M
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
2826
$3.85M ﹤0.01%
+111,831
2827
$3.85M ﹤0.01%
306,743
+302,816
2828
$3.84M ﹤0.01%
277,096
-1,071,679
2829
$3.83M ﹤0.01%
221,307
-52,736
2830
$3.83M ﹤0.01%
162,842
+155,544
2831
$3.82M ﹤0.01%
231,352
2832
$3.82M ﹤0.01%
79,978
+4,137
2833
$3.82M ﹤0.01%
162,537
+128,280
2834
$3.82M ﹤0.01%
115,387
-127,503
2835
$3.81M ﹤0.01%
70,965
-369,803
2836
$3.8M ﹤0.01%
144,308
+10,952
2837
$3.8M ﹤0.01%
281,761
-9,290
2838
$3.79M ﹤0.01%
170,262
-19,605
2839
$3.79M ﹤0.01%
80,054
-70,324
2840
$3.79M ﹤0.01%
151,553
-115,441
2841
$3.78M ﹤0.01%
88,792
-33,790
2842
$3.77M ﹤0.01%
840,775
-679,216
2843
$3.77M ﹤0.01%
31,843
-88,608
2844
$3.77M ﹤0.01%
296,936
+112,067
2845
$3.74M ﹤0.01%
157,032
-4,952
2846
$3.74M ﹤0.01%
51,383
-2,507
2847
$3.73M ﹤0.01%
468,965
+375,368
2848
$3.73M ﹤0.01%
79,305
-1,032,980
2849
$3.73M ﹤0.01%
55,971
-38,714
2850
$3.72M ﹤0.01%
89,878
-112,604
112 113
114
115 116