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
2876
$3.61M ﹤0.01%
204,616
+167,698
2877
$3.6M ﹤0.01%
268,932
-29,949
2878
$3.59M ﹤0.01%
98,866
-32,867
2879
$3.57M ﹤0.01%
34,650
+212
2880
$3.57M ﹤0.01%
102,207
+19,139
2881
$3.57M ﹤0.01%
231,717
+6,814
2882
$3.57M ﹤0.01%
267,566
+213,308
2883
$3.56M ﹤0.01%
480,054
+458,458
2884
$3.56M ﹤0.01%
57,037
-49,428
2885
$3.56M ﹤0.01%
97,505
-11,682
2886
$3.56M ﹤0.01%
8,390
-1,102
2887
$3.55M ﹤0.01%
86,484
-6,339
2888
$3.55M ﹤0.01%
520,441
+208,784
2889
$3.55M ﹤0.01%
249,620
-9,011
2890
$3.54M ﹤0.01%
149,149
+14,524
2891
$3.54M ﹤0.01%
207,442
-182,295
2892
$3.54M ﹤0.01%
289,630
+249,373
2893
$3.54M ﹤0.01%
346,106
+49,686
2894
$3.54M ﹤0.01%
229,236
-202,874
2895
$3.53M ﹤0.01%
199,883
-124,018
2896
$3.53M ﹤0.01%
84,916
-30,766
2897
$3.52M ﹤0.01%
430,800
+7,205
2898
$3.51M ﹤0.01%
109,308
-11,753
2899
$3.51M ﹤0.01%
45,844
-89,058
2900
$3.51M ﹤0.01%
184,972
+117,000
114 115
116
117 118