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
2926
$3.4M ﹤0.01%
336,682
+100,064
2927
$3.4M ﹤0.01%
67,309
-5,256
2928
$3.4M ﹤0.01%
275,711
-350,190
2929
$3.39M ﹤0.01%
193,472
+143,910
2930
$3.39M ﹤0.01%
91,032
-635,652
2931
$3.38M ﹤0.01%
96,609
+2,918
2932
$3.38M ﹤0.01%
55,224
+3,901
2933
$3.37M ﹤0.01%
122,641
-516,371
2934
$3.37M ﹤0.01%
213,900
+65,033
2935
$3.37M ﹤0.01%
195,595
+84,905
2936
$3.37M ﹤0.01%
209,538
+150,137
2937
$3.37M ﹤0.01%
308,970
-105,160
2938
$3.37M ﹤0.01%
42,444
-85,512
2939
$3.36M ﹤0.01%
443,765
-294,805
2940
$3.36M ﹤0.01%
101,434
+22,525
2941
$3.36M ﹤0.01%
572,674
-12,851
2942
$3.35M ﹤0.01%
239,763
+104,451
2943
$3.35M ﹤0.01%
90,227
-97,773
2944
$3.35M ﹤0.01%
265,986
+149,974
2945
$3.35M ﹤0.01%
203,014
+14,339
2946
$3.35M ﹤0.01%
22,397
-33,540
2947
$3.34M ﹤0.01%
116,374
+88,485
2948
$3.34M ﹤0.01%
74,663
+35,165
2949
$3.34M ﹤0.01%
337,733
+29,153
2950
$3.34M ﹤0.01%
75,667
-39,852
116 117
118
119 120