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
3526
$1.82M ﹤0.01%
210,673
-22,911
3527
$1.82M ﹤0.01%
37,654
-114,395
3528
$1.82M ﹤0.01%
93,252
+7,127
3529
$1.81M ﹤0.01%
74,786
-18,632
3530
$1.81M ﹤0.01%
33,851
-25,852
3531
$1.81M ﹤0.01%
130,227
-3,876
3532
$1.81M ﹤0.01%
67,746
+11,456
3533
$1.81M ﹤0.01%
8,131
-1,481
3534
$1.81M ﹤0.01%
86,223
-59,735
3535
$1.81M ﹤0.01%
199,248
+43,703
3536
$1.81M ﹤0.01%
88,180
-5,319
3537
$1.8M ﹤0.01%
205,546
-224,549
3538
$1.8M ﹤0.01%
60,947
-94,041
3539
$1.8M ﹤0.01%
+2,190
3540
$1.8M ﹤0.01%
391,181
+372,945
3541
$1.79M ﹤0.01%
+159,503
3542
$1.79M ﹤0.01%
116,202
+28,335
3543
$1.79M ﹤0.01%
42,895
+39,985
3544
$1.79M ﹤0.01%
318,870
+14,918
3545
$1.79M ﹤0.01%
208,984
-153,491
3546
$1.79M ﹤0.01%
95,622
+15,047
3547
$1.79M ﹤0.01%
345,187
-76,071
3548
$1.78M ﹤0.01%
76,904
+37,770
3549
$1.78M ﹤0.01%
356,965
+78,150
3550
$1.78M ﹤0.01%
42,398
+1,718
140 141
142
143 144