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
3951
$1.1M ﹤0.01%
3,689
-1,108
3952
$1.09M ﹤0.01%
121,089
-105,425
3953
$1.09M ﹤0.01%
56,711
+17,116
3954
$1.09M ﹤0.01%
70,452
+2,630
3955
$1.09M ﹤0.01%
112,909
+64,722
3956
$1.09M ﹤0.01%
21,173
-1,401,102
3957
$1.08M ﹤0.01%
3,825
-1,621
3958
$1.08M ﹤0.01%
236,612
+107,352
3959
$1.08M ﹤0.01%
213,016
+146,095
3960
$1.08M ﹤0.01%
68,245
-3
3961
$1.08M ﹤0.01%
241,315
+112,314
3962
$1.07M ﹤0.01%
40,296
-64,681
3963
$1.07M ﹤0.01%
81,579
+5,069
3964
$1.07M ﹤0.01%
32,676
-1,332
3965
$1.07M ﹤0.01%
76,109
+718
3966
$1.07M ﹤0.01%
218,805
+151,099
3967
$1.07M ﹤0.01%
17,773
-18,244
3968
$1.06M ﹤0.01%
427,591
+42,789
3969
$1.06M ﹤0.01%
27,155
-168,225
3970
$1.06M ﹤0.01%
34,987
+10,677
3971
$1.06M ﹤0.01%
39,470
-8,162
3972
$1.06M ﹤0.01%
77,144
-2,398
3973
$1.06M ﹤0.01%
105,455
+84,866
3974
$1.06M ﹤0.01%
69,337
+23,814
3975
$1.06M ﹤0.01%
109
+87
157 158
159
160 161