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
3576
$1.73M ﹤0.01%
102,333
+37,775
3577
$1.72M ﹤0.01%
287,797
+199,171
3578
$1.72M ﹤0.01%
95,861
-75,999
3579
$1.72M ﹤0.01%
71,825
+17,853
3580
$1.72M ﹤0.01%
128,312
+13,184
3581
$1.72M ﹤0.01%
50,420
-12,210
3582
$1.71M ﹤0.01%
77,359
+126
3583
$1.71M ﹤0.01%
134,139
+24,508
3584
$1.71M ﹤0.01%
9,176
+2,950
3585
$1.71M ﹤0.01%
548,904
+59,481
3586
$1.71M ﹤0.01%
83,790
+46,462
3587
$1.7M ﹤0.01%
102,344
+61,702
3588
$1.7M ﹤0.01%
49,568
+29,905
3589
$1.7M ﹤0.01%
81,954
+30,039
3590
$1.7M ﹤0.01%
59,128
-403,291
3591
$1.7M ﹤0.01%
104,429
-293
3592
$1.69M ﹤0.01%
27,546
+579
3593
$1.69M ﹤0.01%
187,761
-34,680
3594
$1.69M ﹤0.01%
87,420
+1,222
3595
$1.69M ﹤0.01%
88,755
+87,523
3596
$1.69M ﹤0.01%
30,527
-16,232
3597
$1.69M ﹤0.01%
281,517
-214,451
3598
$1.69M ﹤0.01%
21,674
-32,517
3599
$1.69M ﹤0.01%
122,563
+50,247
3600
$1.69M ﹤0.01%
91,812
-55,218
142 143
144
145 146