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
4201
$800K ﹤0.01%
15,960
+10,778
4202
$799K ﹤0.01%
59,051
+18,560
4203
$799K ﹤0.01%
34,867
+32,142
4204
$798K ﹤0.01%
34,003
-172,735
4205
$798K ﹤0.01%
27,349
-3,086
4206
$798K ﹤0.01%
18,987
+1,605
4207
$797K ﹤0.01%
29,621
-39,909
4208
$797K ﹤0.01%
42,968
+19,770
4209
$796K ﹤0.01%
57,219
-32,667
4210
$795K ﹤0.01%
19,940
+1,196
4211
$795K ﹤0.01%
19,007
-16,303
4212
$792K ﹤0.01%
87,302
+34,486
4213
$791K ﹤0.01%
23,943
+15,900
4214
$790K ﹤0.01%
+3,030
4215
$789K ﹤0.01%
217,664
-73,661
4216
$789K ﹤0.01%
14,762
+7,356
4217
$785K ﹤0.01%
133,624
-9,643
4218
$785K ﹤0.01%
58,588
-17,616
4219
$785K ﹤0.01%
37,790
+15,042
4220
$784K ﹤0.01%
16,148
+4,170
4221
$784K ﹤0.01%
188,132
+1,831
4222
$783K ﹤0.01%
57,750
-277,575
4223
$782K ﹤0.01%
129,721
+43,655
4224
$781K ﹤0.01%
45,252
+496
4225
$781K ﹤0.01%
12,656
-36,929
167 168
169
170 171