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
4226
$778K ﹤0.01%
4,810
+286
4227
$778K ﹤0.01%
128,581
-97,613
4228
$777K ﹤0.01%
49,916
+21,381
4229
$777K ﹤0.01%
55,314
-68,326
4230
$776K ﹤0.01%
55,446
+8,263
4231
$776K ﹤0.01%
106,133
-23,882
4232
$775K ﹤0.01%
55,463
-39,523
4233
$775K ﹤0.01%
19,613
+2,608
4234
$775K ﹤0.01%
77,464
+76,286
4235
$774K ﹤0.01%
127,038
+27,758
4236
$774K ﹤0.01%
59,960
+55,894
4237
$773K ﹤0.01%
35,376
+10,952
4238
$772K ﹤0.01%
58,970
+1,751
4239
$770K ﹤0.01%
16,925
+7,604
4240
$769K ﹤0.01%
69,865
-130,752
4241
$769K ﹤0.01%
32,088
-5,290
4242
$768K ﹤0.01%
124,884
+123,466
4243
$768K ﹤0.01%
16,917
+6,560
4244
$767K ﹤0.01%
32,373
+32,099
4245
$764K ﹤0.01%
+43,845
4246
$761K ﹤0.01%
8,930
+390
4247
$756K ﹤0.01%
12,671
-3,746
4248
$756K ﹤0.01%
53,064
-17,994
4249
$754K ﹤0.01%
273,285
-1,260,603
4250
$754K ﹤0.01%
27,936
-26,705
168 169
170
171 172