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
3676
$1.53M ﹤0.01%
79,372
-16,134
3677
$1.53M ﹤0.01%
54,586
+23,559
3678
$1.53M ﹤0.01%
47,980
+1,981
3679
$1.52M ﹤0.01%
422,437
+197,317
3680
$1.52M ﹤0.01%
20,114
-65,196
3681
$1.52M ﹤0.01%
50,735
-43,888
3682
$1.52M ﹤0.01%
155,693
-63,440
3683
$1.52M ﹤0.01%
606
+222
3684
$1.52M ﹤0.01%
105,559
-20,327
3685
$1.51M ﹤0.01%
171,368
-68,578
3686
$1.51M ﹤0.01%
36,523
+1,486
3687
$1.51M ﹤0.01%
49,764
+38,652
3688
$1.51M ﹤0.01%
84,119
+32,368
3689
$1.51M ﹤0.01%
202,350
+164,806
3690
$1.51M ﹤0.01%
73,470
-1,927
3691
$1.5M ﹤0.01%
34,151
-49,744
3692
$1.5M ﹤0.01%
28,097
-90,254
3693
$1.5M ﹤0.01%
19,394
-2,632
3694
$1.5M ﹤0.01%
78,552
+50,319
3695
$1.49M ﹤0.01%
354,054
+63,892
3696
$1.49M ﹤0.01%
96,561
-49,761
3697
$1.49M ﹤0.01%
306,071
+35,583
3698
$1.49M ﹤0.01%
29,259
+738
3699
$1.49M ﹤0.01%
126,918
+96,262
3700
$1.48M ﹤0.01%
30,801
-214,409
146 147
148
149 150