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
3001
$3.19M ﹤0.01%
204,544
+110,669
3002
$3.19M ﹤0.01%
438,142
+40,222
3003
$3.19M ﹤0.01%
27,296
+1,338
3004
$3.18M ﹤0.01%
336,418
-801
3005
$3.18M ﹤0.01%
135,925
+118,843
3006
$3.18M ﹤0.01%
199,756
-71,670
3007
$3.18M ﹤0.01%
290,142
+117,676
3008
$3.17M ﹤0.01%
115,397
+16,120
3009
$3.17M ﹤0.01%
191,514
+59,745
3010
$3.16M ﹤0.01%
246,767
+22,586
3011
$3.15M ﹤0.01%
143,153
-134,236
3012
$3.15M ﹤0.01%
114,765
+103,018
3013
$3.15M ﹤0.01%
833,444
-123,862
3014
$3.15M ﹤0.01%
108,418
-61,813
3015
$3.15M ﹤0.01%
566,611
+367,497
3016
$3.14M ﹤0.01%
238,374
+37,770
3017
$3.13M ﹤0.01%
184,093
+72,332
3018
$3.12M ﹤0.01%
100,000
-317
3019
$3.12M ﹤0.01%
225,401
-7,154
3020
$3.12M ﹤0.01%
555,375
+365,485
3021
$3.11M ﹤0.01%
646,552
-2,792
3022
$3.1M ﹤0.01%
512,268
-212,207
3023
$3.1M ﹤0.01%
228,783
-2,113
3024
$3.1M ﹤0.01%
287,094
-218,830
3025
$3.1M ﹤0.01%
342,732
-294,280
119 120
121
122 123