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
3776
$1.35M ﹤0.01%
68,433
+11,174
3777
$1.35M ﹤0.01%
212,457
+41,254
3778
$1.35M ﹤0.01%
144,708
-80,157
3779
$1.34M ﹤0.01%
167,427
+61,237
3780
$1.34M ﹤0.01%
231,579
+166,164
3781
$1.34M ﹤0.01%
72,506
-32,932
3782
$1.34M ﹤0.01%
19,715
+1,589
3783
$1.34M ﹤0.01%
51,712
-7,600
3784
$1.33M ﹤0.01%
13,322
+3,927
3785
$1.33M ﹤0.01%
56,436
-7,706
3786
$1.33M ﹤0.01%
18,413
-3,851
3787
$1.33M ﹤0.01%
177,470
+148,315
3788
$1.33M ﹤0.01%
88,915
-9,061
3789
$1.33M ﹤0.01%
25,620
-133,821
3790
$1.33M ﹤0.01%
63,319
+35,971
3791
$1.33M ﹤0.01%
37,264
+2,961
3792
$1.33M ﹤0.01%
23,814
-5,572
3793
$1.33M ﹤0.01%
49,275
-8,548
3794
$1.33M ﹤0.01%
60,842
-59,813
3795
$1.32M ﹤0.01%
1,380,139
+117,128
3796
$1.32M ﹤0.01%
124,649
+104,292
3797
$1.32M ﹤0.01%
62,825
-43,730
3798
$1.32M ﹤0.01%
50,236
+25,606
3799
$1.32M ﹤0.01%
74,358
+21,773
3800
$1.32M ﹤0.01%
96,156
+9,668
150 151
152
153 154