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
2901
$3.51M ﹤0.01%
497,437
+168,948
2902
$3.51M ﹤0.01%
138,721
+76,768
2903
$3.51M ﹤0.01%
3,340,182
+2,395,149
2904
$3.5M ﹤0.01%
678,027
+45,135
2905
$3.5M ﹤0.01%
98,405
-24,060
2906
$3.5M ﹤0.01%
198,628
+146,649
2907
$3.49M ﹤0.01%
195,942
+108,154
2908
$3.49M ﹤0.01%
172,732
-263,310
2909
$3.49M ﹤0.01%
148,663
+50,470
2910
$3.48M ﹤0.01%
191,846
+138,948
2911
$3.48M ﹤0.01%
95,909
-58,982
2912
$3.48M ﹤0.01%
1,991,096
+1,848,387
2913
$3.47M ﹤0.01%
93,319
+28,844
2914
$3.46M ﹤0.01%
286,590
-5,678
2915
$3.46M ﹤0.01%
304,376
+208,751
2916
$3.45M ﹤0.01%
501,997
-50,923
2917
$3.45M ﹤0.01%
103,012
+62,425
2918
$3.45M ﹤0.01%
119,644
+34,212
2919
$3.44M ﹤0.01%
3,108
-3,031
2920
$3.44M ﹤0.01%
153,457
-9,849
2921
$3.43M ﹤0.01%
156,528
+3,581
2922
$3.42M ﹤0.01%
154,849
-130,267
2923
$3.42M ﹤0.01%
50,362
+46,460
2924
$3.42M ﹤0.01%
85,401
-179,715
2925
$3.4M ﹤0.01%
268,907
+17,934
115 116
117
118 119