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
3926
$1.13M ﹤0.01%
14,230
+1,004
3927
$1.13M ﹤0.01%
71,177
+81
3928
$1.13M ﹤0.01%
98,348
-91,967
3929
$1.13M ﹤0.01%
68,725
-683,425
3930
$1.13M ﹤0.01%
37,622
-55,224
3931
$1.13M ﹤0.01%
237,261
+49,454
3932
$1.13M ﹤0.01%
80,374
+1,075
3933
$1.13M ﹤0.01%
44,070
+15,891
3934
$1.12M ﹤0.01%
54,323
-61,227
3935
$1.12M ﹤0.01%
160,719
-31,606
3936
$1.12M ﹤0.01%
72,571
-1,195
3937
$1.11M ﹤0.01%
42,318
+2,992
3938
$1.11M ﹤0.01%
18,972
-20,390
3939
$1.11M ﹤0.01%
15,561
-70,025
3940
$1.11M ﹤0.01%
+872
3941
$1.11M ﹤0.01%
127,233
-1,871
3942
$1.11M ﹤0.01%
86,619
-18,599
3943
$1.11M ﹤0.01%
11,219
-1,986
3944
$1.11M ﹤0.01%
63,513
+54,794
3945
$1.11M ﹤0.01%
9,926
+1,705
3946
$1.11M ﹤0.01%
86,941
-254,341
3947
$1.1M ﹤0.01%
252,869
+14,417
3948
$1.1M ﹤0.01%
89,873
+30,257
3949
$1.1M ﹤0.01%
18,938
-24,373
3950
$1.1M ﹤0.01%
70,717
+20,119
156 157
158
159 160