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
3751
$1.39M ﹤0.01%
76,567
+57,790
3752
$1.39M ﹤0.01%
160,034
-38,859
3753
$1.38M ﹤0.01%
26,194
-44,707
3754
$1.38M ﹤0.01%
230,927
+198,016
3755
$1.38M ﹤0.01%
2,146
-668
3756
$1.38M ﹤0.01%
137,301
+98,895
3757
$1.38M ﹤0.01%
119,688
+18,224
3758
$1.37M ﹤0.01%
110,417
-6,369
3759
$1.37M ﹤0.01%
181,783
-447
3760
$1.37M ﹤0.01%
101,803
-209,134
3761
$1.37M ﹤0.01%
74,115
-5,421
3762
$1.37M ﹤0.01%
200,649
+133,877
3763
$1.37M ﹤0.01%
77,603
+36,871
3764
$1.37M ﹤0.01%
43,664
-5,787
3765
$1.37M ﹤0.01%
132,225
+24,737
3766
$1.37M ﹤0.01%
339,008
-140,173
3767
$1.36M ﹤0.01%
+42,307
3768
$1.36M ﹤0.01%
87,321
+53,770
3769
$1.36M ﹤0.01%
61,352
+22,955
3770
$1.36M ﹤0.01%
48,779
+7,899
3771
$1.36M ﹤0.01%
79,528
-17,376
3772
$1.36M ﹤0.01%
80,046
+54,910
3773
$1.35M ﹤0.01%
59,842
+48,647
3774
$1.35M ﹤0.01%
80,173
+5,004
3775
$1.35M ﹤0.01%
94,250
+11,523
149 150
151
152 153