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
4051
$973K ﹤0.01%
164,425
+16,466
4052
$973K ﹤0.01%
10,906
-35,662
4053
$968K ﹤0.01%
43,244
+1,560
4054
$966K ﹤0.01%
40,304
-3,810
4055
$966K ﹤0.01%
100,037
+68,699
4056
$965K ﹤0.01%
105,680
-29,690
4057
$961K ﹤0.01%
52,160
-103,366
4058
$961K ﹤0.01%
37,814
-12,930
4059
$961K ﹤0.01%
446,848
-26,421
4060
$960K ﹤0.01%
24,357
-386
4061
$959K ﹤0.01%
66,344
-43,489
4062
$959K ﹤0.01%
25,336
+10,859
4063
$957K ﹤0.01%
45,401
+31,361
4064
$956K ﹤0.01%
79,536
-26,120
4065
$954K ﹤0.01%
18,645
-27,778
4066
$952K ﹤0.01%
62,537
-34,322
4067
$952K ﹤0.01%
58,543
-12,247
4068
$951K ﹤0.01%
49,185
-19,390
4069
$950K ﹤0.01%
55,965
+12,647
4070
$949K ﹤0.01%
16,749
-27,404
4071
$948K ﹤0.01%
50,196
+8,790
4072
$947K ﹤0.01%
69,264
-7,033
4073
$947K ﹤0.01%
66,793
-5,868
4074
$946K ﹤0.01%
250,857
+11,825
4075
$942K ﹤0.01%
47,246
-34,210
161 162
163
164 165