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
4026
$1M ﹤0.01%
539,313
+208,520
4027
$1M ﹤0.01%
83,998
-280,286
4028
$1M ﹤0.01%
99,661
+6,799
4029
$1M ﹤0.01%
17,908
+16,482
4030
$997K ﹤0.01%
134,505
-66,774
4031
$997K ﹤0.01%
369,420
-77,564
4032
$996K ﹤0.01%
221,438
-75,467
4033
$996K ﹤0.01%
65,969
-3,017
4034
$995K ﹤0.01%
30,427
+1,724
4035
$994K ﹤0.01%
200,969
+22,971
4036
$994K ﹤0.01%
40,441
+724
4037
$992K ﹤0.01%
326,219
+174,140
4038
$986K ﹤0.01%
124,007
-7,024
4039
$986K ﹤0.01%
115,832
-5,668
4040
$985K ﹤0.01%
76,902
-7,212
4041
$983K ﹤0.01%
20,201
-4,627
4042
$982K ﹤0.01%
21,015
-3,874
4043
$981K ﹤0.01%
81,097
-148,908
4044
$980K ﹤0.01%
76,943
+1,368
4045
$978K ﹤0.01%
175,323
-20,628
4046
$978K ﹤0.01%
41,561
-63,405
4047
$976K ﹤0.01%
17,941
+1,172
4048
$974K ﹤0.01%
28,790
-2,633
4049
$974K ﹤0.01%
67,104
-18,523
4050
$974K ﹤0.01%
41,260
+26,067
160 161
162
163 164