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
3126
$2.79M ﹤0.01%
62,549
-29,147
3127
$2.79M ﹤0.01%
259,574
-996
3128
$2.79M ﹤0.01%
553,889
-104,763
3129
$2.79M ﹤0.01%
245,381
+20,202
3130
$2.78M ﹤0.01%
235,790
+196,725
3131
$2.78M ﹤0.01%
72,816
+23,142
3132
$2.77M ﹤0.01%
4,128
+3,527
3133
$2.77M ﹤0.01%
103,018
+100,417
3134
$2.76M ﹤0.01%
591,791
+40,815
3135
$2.76M ﹤0.01%
166,143
+62,787
3136
$2.76M ﹤0.01%
107,429
+33,110
3137
$2.75M ﹤0.01%
140,408
-19,350
3138
$2.75M ﹤0.01%
410,766
+11,440
3139
$2.75M ﹤0.01%
151,121
+405
3140
$2.75M ﹤0.01%
60,349
-58,479
3141
$2.75M ﹤0.01%
53,224
-33,647
3142
$2.75M ﹤0.01%
243,721
+10,594
3143
$2.75M ﹤0.01%
110,745
+5,456
3144
$2.75M ﹤0.01%
70,953
+20,418
3145
$2.74M ﹤0.01%
96,306
+49,753
3146
$2.74M ﹤0.01%
174,110
-13,965
3147
$2.74M ﹤0.01%
271,367
+179,404
3148
$2.74M ﹤0.01%
89,186
+9,547
3149
$2.73M ﹤0.01%
89,696
+80,292
3150
$2.73M ﹤0.01%
128,415
+46,380
124 125
126
127 128