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
3876
$1.22M ﹤0.01%
66,620
-160
3877
$1.22M ﹤0.01%
50,713
-220
3878
$1.21M ﹤0.01%
140,032
-44,781
3879
$1.21M ﹤0.01%
57,273
+5,205
3880
$1.21M ﹤0.01%
52,502
-35,720
3881
$1.21M ﹤0.01%
97,556
-5,117
3882
$1.2M ﹤0.01%
16,250
-7,928
3883
$1.2M ﹤0.01%
180,573
3884
$1.2M ﹤0.01%
116,218
+22,341
3885
$1.2M ﹤0.01%
187,453
+175,378
3886
$1.2M ﹤0.01%
70,521
+18,480
3887
$1.2M ﹤0.01%
102,321
-125,046
3888
$1.2M ﹤0.01%
76,626
-436,918
3889
$1.19M ﹤0.01%
25,331
+10,545
3890
$1.19M ﹤0.01%
968,918
-853
3891
$1.19M ﹤0.01%
60,424
-1,724
3892
$1.19M ﹤0.01%
168,678
-16,981
3893
$1.19M ﹤0.01%
55,175
+14,180
3894
$1.19M ﹤0.01%
156,043
+74,297
3895
$1.19M ﹤0.01%
137,826
+73,564
3896
$1.18M ﹤0.01%
115,180
+1,349
3897
$1.18M ﹤0.01%
54,362
+13,972
3898
$1.18M ﹤0.01%
35,579
-2,093
3899
$1.18M ﹤0.01%
18,965
-11,915
3900
$1.18M ﹤0.01%
52,542
-27,148
154 155
156
157 158