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
3401
$2.08M ﹤0.01%
277,879
-54,054
3402
$2.08M ﹤0.01%
156,486
+17,488
3403
$2.08M ﹤0.01%
307,636
-437,240
3404
$2.08M ﹤0.01%
145,763
-688,247
3405
$2.07M ﹤0.01%
64,900
-50,936
3406
$2.07M ﹤0.01%
190,876
-25,896
3407
$2.07M ﹤0.01%
20,637
-5,494
3408
$2.07M ﹤0.01%
408,476
-378,826
3409
$2.06M ﹤0.01%
60,069
-94,605
3410
$2.05M ﹤0.01%
42,769
+8,969
3411
$2.05M ﹤0.01%
107,330
-2,778
3412
$2.05M ﹤0.01%
93,634
-32,442
3413
$2.05M ﹤0.01%
90,100
-92,830
3414
$2.05M ﹤0.01%
158,119
-7,724
3415
$2.05M ﹤0.01%
128,197
+48,506
3416
$2.04M ﹤0.01%
1,110,201
-579,295
3417
$2.04M ﹤0.01%
150,472
-12,597
3418
$2.04M ﹤0.01%
25,261
-11,458
3419
$2.04M ﹤0.01%
139,272
+2,015
3420
$2.04M ﹤0.01%
35,632
-17,999
3421
$2.04M ﹤0.01%
151,787
-16,344
3422
$2.04M ﹤0.01%
158,474
-423,417
3423
$2.03M ﹤0.01%
96,238
-16,629
3424
$2.03M ﹤0.01%
66,172
+35,471
3425
$2.03M ﹤0.01%
618,763
-185,930
135 136
137
138 139