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
4126
$881K ﹤0.01%
86,870
+14,798
4127
$878K ﹤0.01%
45,142
+22,718
4128
$878K ﹤0.01%
14,383
-2,739
4129
$878K ﹤0.01%
9,922
-7,793
4130
$875K ﹤0.01%
35,857
+20,233
4131
$875K ﹤0.01%
43,608
+25,350
4132
$873K ﹤0.01%
41,408
+29,766
4133
$870K ﹤0.01%
29,064
+23,448
4134
$869K ﹤0.01%
64,369
+9,228
4135
$869K ﹤0.01%
19,274
+1,945
4136
$869K ﹤0.01%
17,825
+17,250
4137
$869K ﹤0.01%
61,859
+13,423
4138
$867K ﹤0.01%
32,468
+2,151
4139
$866K ﹤0.01%
104,256
+5,518
4140
$864K ﹤0.01%
29,138
-28,767
4141
$860K ﹤0.01%
21,951
-19,426
4142
$860K ﹤0.01%
35,587
-3,505
4143
$860K ﹤0.01%
45,930
+4,264
4144
$859K ﹤0.01%
25,239
-6,844
4145
$859K ﹤0.01%
67,309
-244,779
4146
$859K ﹤0.01%
137,798
+65,381
4147
$859K ﹤0.01%
65,335
-18,121
4148
$858K ﹤0.01%
45,474
-11,308
4149
$858K ﹤0.01%
6,337
-46,109
4150
$857K ﹤0.01%
27,757
-8,851
164 165
166
167 168