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
3801
$1.31M ﹤0.01%
26,159
-82,407
3802
$1.31M ﹤0.01%
9,085
+5,697
3803
$1.31M ﹤0.01%
749,382
+222,058
3804
$1.31M ﹤0.01%
17,708
-6,488
3805
$1.31M ﹤0.01%
28,012
+9,057
3806
$1.31M ﹤0.01%
82,802
+44,282
3807
$1.31M ﹤0.01%
93,339
-3,742
3808
$1.31M ﹤0.01%
17,894
-36,022
3809
$1.3M ﹤0.01%
127,849
-4,502
3810
$1.3M ﹤0.01%
152,900
+62,125
3811
$1.3M ﹤0.01%
130,125
-234,663
3812
$1.3M ﹤0.01%
79,045
+50,799
3813
$1.3M ﹤0.01%
223,167
-14,523
3814
$1.3M ﹤0.01%
95,277
+7,371
3815
$1.3M ﹤0.01%
69,883
-30,317
3816
$1.3M ﹤0.01%
24,505
-15,311
3817
$1.29M ﹤0.01%
26,355
+5,450
3818
$1.29M ﹤0.01%
80,664
-25,281
3819
$1.28M ﹤0.01%
80,666
+47,063
3820
$1.28M ﹤0.01%
55,404
-6,461
3821
$1.28M ﹤0.01%
92,316
+10,874
3822
$1.28M ﹤0.01%
132,233
-242,049
3823
$1.28M ﹤0.01%
40,710
-62,387
3824
$1.28M ﹤0.01%
193,569
-288,207
3825
$1.28M ﹤0.01%
282,206
-902,315
151 152
153
154 155