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
2976
$3.27M ﹤0.01%
54,697
-6,766
2977
$3.27M ﹤0.01%
186,848
-61,813
2978
$3.26M ﹤0.01%
118,357
+40,327
2979
$3.26M ﹤0.01%
103,132
+54,125
2980
$3.26M ﹤0.01%
283,773
+184,028
2981
$3.26M ﹤0.01%
152,182
+9,803
2982
$3.25M ﹤0.01%
54,788
+18,184
2983
$3.25M ﹤0.01%
47,257
-1,533
2984
$3.25M ﹤0.01%
10,797
+136
2985
$3.24M ﹤0.01%
134,405
-69,962
2986
$3.24M ﹤0.01%
543,485
+524,794
2987
$3.24M ﹤0.01%
72,331
+19,880
2988
$3.23M ﹤0.01%
427,257
+154,463
2989
$3.23M ﹤0.01%
129,694
+2,617
2990
$3.23M ﹤0.01%
169,105
+119,105
2991
$3.23M ﹤0.01%
270,590
+114,658
2992
$3.23M ﹤0.01%
62,742
+28,166
2993
$3.22M ﹤0.01%
170,557
-25,257
2994
$3.22M ﹤0.01%
114,765
-99,603
2995
$3.22M ﹤0.01%
101,203
-54,384
2996
$3.22M ﹤0.01%
144,076
-62,716
2997
$3.21M ﹤0.01%
44,037
+41,562
2998
$3.2M ﹤0.01%
436,388
-628,483
2999
$3.2M ﹤0.01%
11,531
+7,841
3000
$3.19M ﹤0.01%
130,168
-54,079
118 119
120
121 122