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
3276
$2.39M ﹤0.01%
39,772
+3,997
3277
$2.39M ﹤0.01%
179,992
-53,799
3278
$2.39M ﹤0.01%
134,882
-183,270
3279
$2.38M ﹤0.01%
66,400
-287,330
3280
$2.38M ﹤0.01%
349,829
-14,355
3281
$2.38M ﹤0.01%
+76,775
3282
$2.37M ﹤0.01%
22,665
-265,711
3283
$2.37M ﹤0.01%
242,483
+41,601
3284
$2.37M ﹤0.01%
85,701
-52,924
3285
$2.37M ﹤0.01%
93,701
-117,300
3286
$2.37M ﹤0.01%
193,385
+30,818
3287
$2.36M ﹤0.01%
230,102
+198,419
3288
$2.36M ﹤0.01%
106,301
-35,252
3289
$2.36M ﹤0.01%
31,621
-8,039
3290
$2.36M ﹤0.01%
179,398
-388,647
3291
$2.35M ﹤0.01%
191,103
-4,691
3292
$2.35M ﹤0.01%
67,535
-25,138
3293
$2.35M ﹤0.01%
112,793
-26,168
3294
$2.35M ﹤0.01%
143,658
-9,350
3295
$2.35M ﹤0.01%
43,361
+7,843
3296
$2.34M ﹤0.01%
141,001
+66,091
3297
$2.34M ﹤0.01%
155,285
+19,789
3298
$2.34M ﹤0.01%
75,824
+19,886
3299
$2.34M ﹤0.01%
71,185
-54,046
3300
$2.34M ﹤0.01%
111,393
-44,431
130 131
132
133 134