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
3851
$1.24M ﹤0.01%
40,576
+12,948
3852
$1.24M ﹤0.01%
42,899
+628
3853
$1.24M ﹤0.01%
110,915
-6,690
3854
$1.24M ﹤0.01%
19,624
-59,553
3855
$1.24M ﹤0.01%
163,695
+2,466
3856
$1.24M ﹤0.01%
30,821
-965
3857
$1.24M ﹤0.01%
53,160
+3,625
3858
$1.23M ﹤0.01%
99,133
+17,109
3859
$1.23M ﹤0.01%
105,456
-16,663
3860
$1.23M ﹤0.01%
48,050
+2,218
3861
$1.23M ﹤0.01%
28,264
+17,316
3862
$1.23M ﹤0.01%
153,526
-6,564
3863
$1.23M ﹤0.01%
92,512
+57,971
3864
$1.23M ﹤0.01%
221,501
-11,546
3865
$1.23M ﹤0.01%
54,730
+5,223
3866
$1.23M ﹤0.01%
74,648
+28,334
3867
$1.23M ﹤0.01%
92,906
+76,683
3868
$1.23M ﹤0.01%
96,718
+40,262
3869
$1.23M ﹤0.01%
432,799
+404,865
3870
$1.23M ﹤0.01%
1,332,104
-722,354
3871
$1.22M ﹤0.01%
13,898
-9,247
3872
$1.22M ﹤0.01%
465,642
+184,372
3873
$1.22M ﹤0.01%
203,422
+64,330
3874
$1.22M ﹤0.01%
123,705
-85,255
3875
$1.22M ﹤0.01%
111,039
+6,147
153 154
155
156 157