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
3901
$1.18M ﹤0.01%
10,229
+4,422
3902
$1.17M ﹤0.01%
267,393
-2,419,911
3903
$1.17M ﹤0.01%
149,224
+7,748
3904
$1.17M ﹤0.01%
38,147
+3,874
3905
$1.17M ﹤0.01%
37,618
-6,163
3906
$1.17M ﹤0.01%
142,010
+117,343
3907
$1.17M ﹤0.01%
90,443
+24,114
3908
$1.17M ﹤0.01%
33,364
-15,290
3909
$1.17M ﹤0.01%
23,531
-3,732
3910
$1.17M ﹤0.01%
46,825
-540
3911
$1.16M ﹤0.01%
+174,916
3912
$1.16M ﹤0.01%
20,889
-12,249
3913
$1.16M ﹤0.01%
25,785
+4,006
3914
$1.16M ﹤0.01%
35,360
-8,856
3915
$1.16M ﹤0.01%
119,244
-1,722
3916
$1.16M ﹤0.01%
58,244
+26,053
3917
$1.15M ﹤0.01%
199,721
+172,676
3918
$1.15M ﹤0.01%
258,080
+234,883
3919
$1.14M ﹤0.01%
100,032
+78,845
3920
$1.14M ﹤0.01%
72,628
+22,617
3921
$1.14M ﹤0.01%
28,449
+8,145
3922
$1.14M ﹤0.01%
60,440
+3,735
3923
$1.14M ﹤0.01%
65,930
+44
3924
$1.14M ﹤0.01%
4,202,682
+803,465
3925
$1.13M ﹤0.01%
42,594
-1,746,240
155 156
157
158 159