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
3301
$2.33M ﹤0.01%
363,203
+132,305
3302
$2.33M ﹤0.01%
36,958
-1,572,438
3303
$2.33M ﹤0.01%
50,861
+3,930
3304
$2.33M ﹤0.01%
364,350
+40,368
3305
$2.33M ﹤0.01%
156,536
+143,857
3306
$2.32M ﹤0.01%
172,868
-8,680
3307
$2.32M ﹤0.01%
78,443
+70,857
3308
$2.32M ﹤0.01%
59,354
-22,154
3309
$2.31M ﹤0.01%
227,837
+157,474
3310
$2.31M ﹤0.01%
291,600
-300,975
3311
$2.31M ﹤0.01%
238,512
+30,513
3312
$2.31M ﹤0.01%
406,695
-5,176
3313
$2.31M ﹤0.01%
222,655
+187,632
3314
$2.3M ﹤0.01%
179,607
-6,912
3315
$2.3M ﹤0.01%
166,836
+9,782
3316
$2.3M ﹤0.01%
154,316
+50,058
3317
$2.3M ﹤0.01%
15,315
-2,761
3318
$2.3M ﹤0.01%
99,374
+64,447
3319
$2.3M ﹤0.01%
49,881
-5,462
3320
$2.29M ﹤0.01%
43,715
-43,714
3321
$2.28M ﹤0.01%
75,372
-4,573
3322
$2.28M ﹤0.01%
162,787
+38,204
3323
$2.28M ﹤0.01%
148,664
+14,840
3324
$2.27M ﹤0.01%
42,091
+3,860
3325
$2.27M ﹤0.01%
48,632
-57,461
131 132
133
134 135