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
4001
$1.03M ﹤0.01%
106,601
+60,284
4002
$1.03M ﹤0.01%
522,979
+28,746
4003
$1.03M ﹤0.01%
94,499
-4,260
4004
$1.03M ﹤0.01%
62,468
-2,670
4005
$1.03M ﹤0.01%
113,402
-51,691
4006
$1.03M ﹤0.01%
16,177
+1,683
4007
$1.03M ﹤0.01%
60,912
+27,462
4008
$1.03M ﹤0.01%
58,333
+10,161
4009
$1.02M ﹤0.01%
52,730
-7,463
4010
$1.02M ﹤0.01%
387,474
-132,968
4011
$1.02M ﹤0.01%
30,038
-61,827
4012
$1.02M ﹤0.01%
72,414
-28,505
4013
$1.02M ﹤0.01%
2,188
+620
4014
$1.01M ﹤0.01%
23,034
-35,116
4015
$1.01M ﹤0.01%
67,106
-974
4016
$1.01M ﹤0.01%
23,998
-25,985
4017
$1.01M ﹤0.01%
318
+199
4018
$1.01M ﹤0.01%
38,752
-10,947
4019
$1.01M ﹤0.01%
162,390
+126,721
4020
$1.01M ﹤0.01%
27,623
-126
4021
$1.01M ﹤0.01%
24,081
-26,198
4022
$1.01M ﹤0.01%
71,003
-240,965
4023
$1M ﹤0.01%
591,157
+343,113
4024
$1M ﹤0.01%
33,588
-39,020
4025
$1M ﹤0.01%
24,666
+4,210
159 160
161
162 163