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
3251
$2.46M ﹤0.01%
34,601
+3,815
3252
$2.46M ﹤0.01%
849,081
+363,898
3253
$2.46M ﹤0.01%
102,649
+486
3254
$2.46M ﹤0.01%
52,377
+14,693
3255
$2.46M ﹤0.01%
113,195
-4,857
3256
$2.46M ﹤0.01%
356,743
+268,654
3257
$2.46M ﹤0.01%
122,687
-166,617
3258
$2.45M ﹤0.01%
195,874
-39,468
3259
$2.45M ﹤0.01%
115,689
-183,114
3260
$2.45M ﹤0.01%
359,979
+143,999
3261
$2.45M ﹤0.01%
52,046
-4,876
3262
$2.45M ﹤0.01%
200,852
+80,564
3263
$2.44M ﹤0.01%
207,216
+46,476
3264
$2.44M ﹤0.01%
102,848
+24,802
3265
$2.44M ﹤0.01%
8,492
+2,406
3266
$2.44M ﹤0.01%
245,416
-77,862
3267
$2.43M ﹤0.01%
126,708
-108,819
3268
$2.43M ﹤0.01%
72,917
+24,448
3269
$2.43M ﹤0.01%
134,554
-10,121
3270
$2.43M ﹤0.01%
128,842
+55,064
3271
$2.42M ﹤0.01%
+23,900
3272
$2.42M ﹤0.01%
136,440
+106,691
3273
$2.42M ﹤0.01%
89,393
-75,705
3274
$2.4M ﹤0.01%
186,179
+141,261
3275
$2.39M ﹤0.01%
75,719
-2,496
129 130
131
132 133