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
4176
$831K ﹤0.01%
97,390
+819
4177
$830K ﹤0.01%
75,299
-8,175
4178
$829K ﹤0.01%
68,536
-164,797
4179
$827K ﹤0.01%
38,789
+6,293
4180
$827K ﹤0.01%
43,326
+2,099
4181
$827K ﹤0.01%
39,921
-173,769
4182
$824K ﹤0.01%
33,964
-306,045
4183
$822K ﹤0.01%
890
+104
4184
$818K ﹤0.01%
115,196
+45,382
4185
$817K ﹤0.01%
592,342
+202,931
4186
$815K ﹤0.01%
58,266
-2,335
4187
$814K ﹤0.01%
74,632
-71,942
4188
$814K ﹤0.01%
28,068
+5,080
4189
$814K ﹤0.01%
51,393
-19,312
4190
$814K ﹤0.01%
73,342
+38,427
4191
$813K ﹤0.01%
79,175
+75,458
4192
$812K ﹤0.01%
884
-30
4193
$810K ﹤0.01%
20,954
-1,953
4194
$809K ﹤0.01%
13,256
-58,377
4195
$806K ﹤0.01%
104,355
-6,008
4196
$804K ﹤0.01%
28,100
-6,554
4197
$803K ﹤0.01%
34,214
-147,005
4198
$803K ﹤0.01%
27,314
-181,292
4199
$803K ﹤0.01%
73,934
-10,871
4200
$801K ﹤0.01%
50,057
-74,434
166 167
168
169 170