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
3051
$3.04M ﹤0.01%
215,278
+42,359
3052
$3.04M ﹤0.01%
135,123
+62,095
3053
$3.03M ﹤0.01%
130,203
+23,898
3054
$3.03M ﹤0.01%
78,765
-149,096
3055
$3.03M ﹤0.01%
192,594
-743,501
3056
$3.03M ﹤0.01%
70,566
+12,294
3057
$3.02M ﹤0.01%
255,826
+42,893
3058
$3.02M ﹤0.01%
59,229
-2,738
3059
$3.01M ﹤0.01%
146,514
-22,202
3060
$3.01M ﹤0.01%
896,072
+777,890
3061
$3.01M ﹤0.01%
117,353
-12,570
3062
$3.01M ﹤0.01%
279
+142
3063
$3M ﹤0.01%
76,972
+35,114
3064
$3M ﹤0.01%
115,298
-199,084
3065
$3M ﹤0.01%
48,110
-107,669
3066
$2.99M ﹤0.01%
183,013
-100,257
3067
$2.98M ﹤0.01%
332,204
+51,842
3068
$2.98M ﹤0.01%
115,998
-31,408
3069
$2.98M ﹤0.01%
173,913
+2,420
3070
$2.98M ﹤0.01%
292,620
-6,971
3071
$2.97M ﹤0.01%
99,727
-28,170
3072
$2.97M ﹤0.01%
243,374
+228,749
3073
$2.96M ﹤0.01%
360,863
+214,232
3074
$2.95M ﹤0.01%
114,729
+19,245
3075
$2.95M ﹤0.01%
9,174
+8,007
121 122
123
124 125