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
2951
$3.34M ﹤0.01%
59,221
+15,578
2952
$3.33M ﹤0.01%
265,119
+33,890
2953
$3.33M ﹤0.01%
107,747
+65,925
2954
$3.33M ﹤0.01%
253,939
+8,509
2955
$3.33M ﹤0.01%
255,679
-13,214
2956
$3.32M ﹤0.01%
206,129
-217,960
2957
$3.32M ﹤0.01%
81,621
+69,123
2958
$3.32M ﹤0.01%
212,382
-166,078
2959
$3.31M ﹤0.01%
616,542
-170,856
2960
$3.31M ﹤0.01%
68,184
+8,462
2961
$3.31M ﹤0.01%
67,818
-9,768
2962
$3.31M ﹤0.01%
195,614
+56,592
2963
$3.3M ﹤0.01%
255,795
+19,482
2964
$3.3M ﹤0.01%
205,116
+12,868
2965
$3.3M ﹤0.01%
188,101
+13,670
2966
$3.3M ﹤0.01%
8,793
+7,344
2967
$3.29M ﹤0.01%
453,916
-67,910
2968
$3.29M ﹤0.01%
117,221
+700
2969
$3.29M ﹤0.01%
184,950
+18,200
2970
$3.29M ﹤0.01%
97,366
+68,292
2971
$3.29M ﹤0.01%
55,581
-119,962
2972
$3.28M ﹤0.01%
153,644
+10,109
2973
$3.28M ﹤0.01%
232,151
+74,163
2974
$3.27M ﹤0.01%
157,144
-13,702
2975
$3.27M ﹤0.01%
506
+139
117 118
119
120 121