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
3176
$2.65M ﹤0.01%
244,938
+169,331
3177
$2.65M ﹤0.01%
3,079
+3,069
3178
$2.65M ﹤0.01%
112,404
-157,874
3179
$2.64M ﹤0.01%
144,111
+124,816
3180
$2.64M ﹤0.01%
123,954
-3,528
3181
$2.64M ﹤0.01%
183,018
+72,515
3182
$2.62M ﹤0.01%
483,041
-6,588
3183
$2.62M ﹤0.01%
53,098
+14,486
3184
$2.62M ﹤0.01%
362,384
+88,880
3185
$2.62M ﹤0.01%
51,210
-408,878
3186
$2.62M ﹤0.01%
83,034
-147,428
3187
$2.62M ﹤0.01%
333,539
+38,061
3188
$2.61M ﹤0.01%
155,491
-27,918
3189
$2.61M ﹤0.01%
176,364
+22,734
3190
$2.6M ﹤0.01%
73,795
+28,009
3191
$2.6M ﹤0.01%
177,191
+31,792
3192
$2.6M ﹤0.01%
105,066
-22,858
3193
$2.59M ﹤0.01%
33,669
+17,305
3194
$2.59M ﹤0.01%
79,701
-164,967
3195
$2.58M ﹤0.01%
126,462
-3,592
3196
$2.58M ﹤0.01%
735,159
-8,811
3197
$2.58M ﹤0.01%
25,832
-2,791
3198
$2.58M ﹤0.01%
165,062
-3,446
3199
$2.57M ﹤0.01%
57,873
-85,973
3200
$2.57M ﹤0.01%
175,222
-73,901
126 127
128
129 130