Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
7,121
New
Increased
Reduced
Closed

Top Buys

1
+$9.9B
2
+$1.34B
3
+$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1
+$1.21B
2
+$1.2B
3
+$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
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
$883K ﹤0.01%
21,700
-109,567
4127
$881K ﹤0.01%
85,787
-19,103
4128
$881K ﹤0.01%
86,870
+14,798
4129
$878K ﹤0.01%
45,142
+22,718
4130
$878K ﹤0.01%
14,383
-2,739
4131
$878K ﹤0.01%
9,922
-7,793
4132
$875K ﹤0.01%
43,608
+25,350
4133
$875K ﹤0.01%
35,857
+20,233
4134
$873K ﹤0.01%
41,408
+29,766
4135
$870K ﹤0.01%
29,064
+23,448
4136
$869K ﹤0.01%
64,369
+9,228
4137
$869K ﹤0.01%
61,859
+13,423
4138
$869K ﹤0.01%
19,274
+1,945
4139
$869K ﹤0.01%
17,825
+17,250
4140
$867K ﹤0.01%
32,468
+2,151
4141
$866K ﹤0.01%
104,256
+5,518
4142
$864K ﹤0.01%
29,138
-28,767
4143
$860K ﹤0.01%
35,587
-3,505
4144
$860K ﹤0.01%
21,951
-19,426
4145
$860K ﹤0.01%
45,930
+4,264
4146
$859K ﹤0.01%
137,798
+65,381
4147
$859K ﹤0.01%
65,335
-18,121
4148
$859K ﹤0.01%
25,239
-6,844
4149
$859K ﹤0.01%
67,309
-244,779
4150
$858K ﹤0.01%
45,474
-11,308
164 165
166
167 168