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
3101
$2.84M ﹤0.01%
214,458
-17,902
3102
$2.84M ﹤0.01%
150,765
+33,822
3103
$2.84M ﹤0.01%
56,556
-3,384
3104
$2.84M ﹤0.01%
+499
3105
$2.84M ﹤0.01%
94,120
-93,521
3106
$2.83M ﹤0.01%
553,768
+396,384
3107
$2.83M ﹤0.01%
106,583
+80,935
3108
$2.83M ﹤0.01%
25,903
-59,087
3109
$2.83M ﹤0.01%
40,830
-16,506
3110
$2.83M ﹤0.01%
+166,624
3111
$2.82M ﹤0.01%
76,516
-192,255
3112
$2.82M ﹤0.01%
207,110
+2,032
3113
$2.82M ﹤0.01%
174,478
-22,610
3114
$2.81M ﹤0.01%
112,837
-28,296
3115
$2.81M ﹤0.01%
469,438
+446,471
3116
$2.81M ﹤0.01%
166,775
+52,950
3117
$2.81M ﹤0.01%
58,989
-81,043
3118
$2.81M ﹤0.01%
95,469
+16,955
3119
$2.81M ﹤0.01%
241,740
+18,021
3120
$2.81M ﹤0.01%
58,834
+35,060
3121
$2.81M ﹤0.01%
75,931
+32,843
3122
$2.8M ﹤0.01%
77,919
+22,689
3123
$2.8M ﹤0.01%
626,345
-48,870
3124
$2.8M ﹤0.01%
230,893
+21,660
3125
$2.8M ﹤0.01%
57,597
+330
123 124
125
126 127