Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
7,121
New
Increased
Reduced
Closed

Top Buys

1
+$9.9B
2
+$1.34B
3
+$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1
+$1.21B
2
+$1.2B
3
+$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
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
3976
$1.06M ﹤0.01%
69,337
+23,814
3977
$1.06M ﹤0.01%
1,087
+866
3978
$1.06M ﹤0.01%
116,554
-34,256
3979
$1.06M ﹤0.01%
214,789
+182,361
3980
$1.06M ﹤0.01%
40,322
-123,994
3981
$1.06M ﹤0.01%
54,996
+29,466
3982
$1.06M ﹤0.01%
60,534
-39,299
3983
$1.06M ﹤0.01%
54,076
-27,515
3984
$1.06M ﹤0.01%
111,486
-18,521
3985
$1.06M ﹤0.01%
96,360
+44,751
3986
$1.05M ﹤0.01%
46,574
-30,416
3987
$1.05M ﹤0.01%
91,438
+79,158
3988
$1.05M ﹤0.01%
59,342
-114,512
3989
$1.05M ﹤0.01%
38,774
-36,218
3990
$1.05M ﹤0.01%
19,725
-1,541
3991
$1.05M ﹤0.01%
7,061
+4,992
3992
$1.05M ﹤0.01%
49,077
-82,416
3993
$1.04M ﹤0.01%
66,300
-13,042
3994
$1.04M ﹤0.01%
30,758
-60,133
3995
$1.04M ﹤0.01%
496,233
+13,813
3996
$1.04M ﹤0.01%
91,158
-7,934
3997
$1.04M ﹤0.01%
669,455
-275,037
3998
$1.04M ﹤0.01%
66,305
-28,856
3999
$1.03M ﹤0.01%
191,424
-31,191
4000
$1.03M ﹤0.01%
116,089
-6,197
158 159
160
161 162