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
3451
$1.97M ﹤0.01%
96,021
+92,187
3452
$1.97M ﹤0.01%
78,105
-34,646
3453
$1.97M ﹤0.01%
53,888
+5,065
3454
$1.97M ﹤0.01%
105,292
+8,136
3455
$1.97M ﹤0.01%
78,934
-109,160
3456
$1.97M ﹤0.01%
149,394
-68,919
3457
$1.96M ﹤0.01%
43,020
+992
3458
$1.96M ﹤0.01%
72,687
+23,474
3459
$1.96M ﹤0.01%
376,629
-35,368
3460
$1.96M ﹤0.01%
21,985
-244
3461
$1.96M ﹤0.01%
321,097
-606,712
3462
$1.96M ﹤0.01%
213,004
-10,978
3463
$1.95M ﹤0.01%
189,932
+97,179
3464
$1.95M ﹤0.01%
67,488
-1,926
3465
$1.95M ﹤0.01%
141,294
-18,160
3466
$1.95M ﹤0.01%
92,027
-58,556
3467
$1.94M ﹤0.01%
1,462
3468
$1.94M ﹤0.01%
44,803
-4,057
3469
$1.94M ﹤0.01%
35,229
-155,686
3470
$1.94M ﹤0.01%
72,953
-98,049
3471
$1.93M ﹤0.01%
85,425
-30,834
3472
$1.93M ﹤0.01%
177,046
-10,249
3473
$1.93M ﹤0.01%
44,275
+5,393
3474
$1.93M ﹤0.01%
+98,176
3475
$1.93M ﹤0.01%
114,718
-110,058
137 138
139
140 141