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
3026
$3.1M ﹤0.01%
208,217
+85,727
3027
$3.09M ﹤0.01%
158
+73
3028
$3.09M ﹤0.01%
79,086
+62,121
3029
$3.09M ﹤0.01%
99,322
+22,947
3030
$3.09M ﹤0.01%
838,803
+386,603
3031
$3.09M ﹤0.01%
93,205
+14,565
3032
$3.09M ﹤0.01%
177,783
-107,153
3033
$3.08M ﹤0.01%
177,024
-72,550
3034
$3.08M ﹤0.01%
120,576
+19,531
3035
$3.08M ﹤0.01%
369,032
-95,638
3036
$3.08M ﹤0.01%
48,905
-8,539
3037
$3.08M ﹤0.01%
94,885
+57,202
3038
$3.08M ﹤0.01%
102,188
+25,396
3039
$3.07M ﹤0.01%
223,913
+20,183
3040
$3.07M ﹤0.01%
234,133
+58,924
3041
$3.07M ﹤0.01%
1,318
+702
3042
$3.07M ﹤0.01%
135,234
+20,525
3043
$3.06M ﹤0.01%
37,901
+15,094
3044
$3.06M ﹤0.01%
70,153
+4,904
3045
$3.06M ﹤0.01%
71,574
-107,547
3046
$3.06M ﹤0.01%
97,016
+31,962
3047
$3.06M ﹤0.01%
72,116
-12,983
3048
$3.06M ﹤0.01%
54,256
-6,830
3049
$3.06M ﹤0.01%
47,087
-22,515
3050
$3.05M ﹤0.01%
63,114
+5,820
120 121
122
123 124