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
2876
$3.61M ﹤0.01%
37,475
-16,289
2877
$3.61M ﹤0.01%
204,616
+167,698
2878
$3.6M ﹤0.01%
268,932
-29,949
2879
$3.59M ﹤0.01%
98,866
-32,867
2880
$3.57M ﹤0.01%
34,650
+212
2881
$3.57M ﹤0.01%
102,207
+19,139
2882
$3.57M ﹤0.01%
231,717
+6,814
2883
$3.57M ﹤0.01%
267,566
+213,308
2884
$3.56M ﹤0.01%
480,054
+458,458
2885
$3.56M ﹤0.01%
57,037
-49,428
2886
$3.56M ﹤0.01%
97,505
-11,682
2887
$3.56M ﹤0.01%
8,390
-1,102
2888
$3.55M ﹤0.01%
86,484
-6,339
2889
$3.55M ﹤0.01%
520,441
+208,784
2890
$3.55M ﹤0.01%
249,620
-9,011
2891
$3.54M ﹤0.01%
149,149
+14,524
2892
$3.54M ﹤0.01%
207,442
-182,295
2893
$3.54M ﹤0.01%
289,630
+249,373
2894
$3.54M ﹤0.01%
346,106
+49,686
2895
$3.54M ﹤0.01%
229,236
-202,874
2896
$3.53M ﹤0.01%
199,883
-124,018
2897
$3.53M ﹤0.01%
84,916
-30,766
2898
$3.52M ﹤0.01%
430,800
+7,205
2899
$3.51M ﹤0.01%
109,308
-11,753
2900
$3.51M ﹤0.01%
45,844
-89,058
114 115
116
117 118