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
4076
$940K ﹤0.01%
28,519
+3,281
4077
$939K ﹤0.01%
21,941
-1,499
4078
$936K ﹤0.01%
10,370
+2,035
4079
$936K ﹤0.01%
11,031
+1,766
4080
$935K ﹤0.01%
18,060
-9,644
4081
$933K ﹤0.01%
25,999
-24,723
4082
$931K ﹤0.01%
9,375
+934
4083
$930K ﹤0.01%
62,198
+18,042
4084
$928K ﹤0.01%
+89,508
4085
$928K ﹤0.01%
45,063
-23,001
4086
$927K ﹤0.01%
47,930
+1,840
4087
$927K ﹤0.01%
58,264
+1,192
4088
$926K ﹤0.01%
14,308
+303
4089
$926K ﹤0.01%
45,010
-33,577
4090
$926K ﹤0.01%
57,560
-1,439
4091
$923K ﹤0.01%
115,300
+3,400
4092
$921K ﹤0.01%
91,454
+23,700
4093
$921K ﹤0.01%
25,170
-3,390
4094
$920K ﹤0.01%
62,965
-959
4095
$920K ﹤0.01%
70,503
+44,124
4096
$919K ﹤0.01%
27,786
-16,212
4097
$917K ﹤0.01%
12,781
+396
4098
$916K ﹤0.01%
2,218
+2,083
4099
$915K ﹤0.01%
69,760
-35,362
4100
$913K ﹤0.01%
46,601
-294,676
162 163
164
165 166