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
4251
$752K ﹤0.01%
211,132
-103,270
4252
$750K ﹤0.01%
34,089
-11,313
4253
$749K ﹤0.01%
+400,547
4254
$748K ﹤0.01%
42,162
-34,041
4255
$743K ﹤0.01%
43,170
+42,227
4256
$741K ﹤0.01%
3,686
+3,604
4257
$741K ﹤0.01%
45,577
-27,777
4258
$740K ﹤0.01%
75,863
-8,141
4259
$738K ﹤0.01%
34,905
-74,266
4260
$732K ﹤0.01%
67,898
+19,645
4261
$731K ﹤0.01%
15,334
-52,850
4262
$731K ﹤0.01%
48,145
-5,000
4263
$731K ﹤0.01%
32,548
-78,668
4264
$731K ﹤0.01%
12,229
-265
4265
$731K ﹤0.01%
31,457
+434
4266
$730K ﹤0.01%
45,369
+18,627
4267
$729K ﹤0.01%
38,877
+7,428
4268
$729K ﹤0.01%
92,241
+34,679
4269
$728K ﹤0.01%
22,430
-31,696
4270
$728K ﹤0.01%
49,150
-28,912
4271
$725K ﹤0.01%
99,226
+98,334
4272
$723K ﹤0.01%
190,526
+5,296
4273
$720K ﹤0.01%
20,353
+1,134
4274
$719K ﹤0.01%
14,469
+1,175
4275
$718K ﹤0.01%
25,789
+23,158
169 170
171
172 173