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
3551
$1.78M ﹤0.01%
173,720
-261,094
3552
$1.78M ﹤0.01%
89,241
+5,662
3553
$1.78M ﹤0.01%
194,884
+23,120
3554
$1.77M ﹤0.01%
77,228
-21,044
3555
$1.77M ﹤0.01%
45,520
+32,108
3556
$1.77M ﹤0.01%
35,671
+559
3557
$1.77M ﹤0.01%
75,392
-1,211
3558
$1.77M ﹤0.01%
158,878
+18,923
3559
$1.77M ﹤0.01%
75,494
+55,926
3560
$1.75M ﹤0.01%
119,037
+2,010
3561
$1.75M ﹤0.01%
75,168
-6,775
3562
$1.75M ﹤0.01%
109,147
+7,701
3563
$1.75M ﹤0.01%
35,573
-460
3564
$1.75M ﹤0.01%
84,499
-422,853
3565
$1.75M ﹤0.01%
65,373
+35,027
3566
$1.75M ﹤0.01%
282,037
+100,825
3567
$1.75M ﹤0.01%
137,397
-339,479
3568
$1.74M ﹤0.01%
88,772
-3,430
3569
$1.74M ﹤0.01%
64,932
-19,338
3570
$1.74M ﹤0.01%
23,567
-28,096
3571
$1.74M ﹤0.01%
48,678
+16,610
3572
$1.74M ﹤0.01%
65,866
-29,175
3573
$1.74M ﹤0.01%
111,528
-4,383
3574
$1.74M ﹤0.01%
132,279
-14,284
3575
$1.73M ﹤0.01%
68,218
+1,265
141 142
143
144 145