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
3651
$1.57M ﹤0.01%
81,060
-114,807
3652
$1.57M ﹤0.01%
55,210
+40,122
3653
$1.57M ﹤0.01%
27,003
-40,281
3654
$1.57M ﹤0.01%
105,281
-2,075
3655
$1.57M ﹤0.01%
1,806
+313
3656
$1.56M ﹤0.01%
527,766
-802,849
3657
$1.56M ﹤0.01%
101,389
+40,988
3658
$1.56M ﹤0.01%
85,512
+74,900
3659
$1.56M ﹤0.01%
230,853
-5,859
3660
$1.55M ﹤0.01%
38,774
-2,523
3661
$1.55M ﹤0.01%
30,894
-14,640
3662
$1.55M ﹤0.01%
1,867,335
-1,840,804
3663
$1.55M ﹤0.01%
81,607
-75,268
3664
$1.55M ﹤0.01%
81,088
-91,077
3665
$1.55M ﹤0.01%
381,440
-240,320
3666
$1.55M ﹤0.01%
115,044
-27,901
3667
$1.54M ﹤0.01%
50,535
-4,705
3668
$1.54M ﹤0.01%
79,279
-23,729
3669
$1.54M ﹤0.01%
151,173
+54,184
3670
$1.54M ﹤0.01%
151,946
-54,767
3671
$1.54M ﹤0.01%
63,650
-196,936
3672
$1.53M ﹤0.01%
233,474
+7,127
3673
$1.53M ﹤0.01%
+153,587
3674
$1.53M ﹤0.01%
185,175
+123,996
3675
$1.53M ﹤0.01%
34,407
-46,543
145 146
147
148 149