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
3426
$2.03M ﹤0.01%
135,385
+49,754
3427
$2.03M ﹤0.01%
90,258
+9,471
3428
$2.03M ﹤0.01%
205,174
-21,042
3429
$2.03M ﹤0.01%
39,179
+36,879
3430
$2.03M ﹤0.01%
110,050
-53,245
3431
$2.03M ﹤0.01%
28,905
+1,647
3432
$2.02M ﹤0.01%
996,599
-273,393
3433
$2.02M ﹤0.01%
82,512
-2,103
3434
$2.02M ﹤0.01%
57,015
+53,069
3435
$2.02M ﹤0.01%
32,761
+2,531
3436
$2.02M ﹤0.01%
111,587
-33,971
3437
$2.02M ﹤0.01%
110,473
+2,542
3438
$2.01M ﹤0.01%
40,485
-16,371
3439
$2.01M ﹤0.01%
156,966
-61,271
3440
$2.01M ﹤0.01%
160,617
-4,169,051
3441
$2.01M ﹤0.01%
50,681
+28,030
3442
$2.01M ﹤0.01%
135,474
-284,844
3443
$2M ﹤0.01%
52,497
-19,311
3444
$2M ﹤0.01%
83,161
-241,104
3445
$2M ﹤0.01%
115,616
-10,644
3446
$2M ﹤0.01%
36,785
-845
3447
$1.99M ﹤0.01%
235,517
+122,842
3448
$1.98M ﹤0.01%
291,434
+210,073
3449
$1.98M ﹤0.01%
120,447
+94,224
3450
$1.98M ﹤0.01%
95,291
-18,888
136 137
138
139 140