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
4251
$754K ﹤0.01%
273,285
-1,260,603
4252
$754K ﹤0.01%
27,936
-26,705
4253
$752K ﹤0.01%
211,132
-103,270
4254
$750K ﹤0.01%
34,089
-11,313
4255
$749K ﹤0.01%
+400,547
4256
$748K ﹤0.01%
42,162
-34,041
4257
$743K ﹤0.01%
43,170
+42,227
4258
$741K ﹤0.01%
3,686
+3,604
4259
$741K ﹤0.01%
45,577
-27,777
4260
$740K ﹤0.01%
75,863
-8,141
4261
$738K ﹤0.01%
34,905
-74,266
4262
$732K ﹤0.01%
67,898
+19,645
4263
$731K ﹤0.01%
12,229
-265
4264
$731K ﹤0.01%
31,457
+434
4265
$731K ﹤0.01%
15,334
-52,850
4266
$731K ﹤0.01%
48,145
-5,000
4267
$731K ﹤0.01%
32,548
-78,668
4268
$730K ﹤0.01%
45,369
+18,627
4269
$729K ﹤0.01%
38,877
+7,428
4270
$729K ﹤0.01%
92,241
+34,679
4271
$728K ﹤0.01%
22,430
-31,696
4272
$728K ﹤0.01%
49,150
-28,912
4273
$725K ﹤0.01%
99,226
+98,334
4274
$723K ﹤0.01%
190,526
+5,296
4275
$720K ﹤0.01%
20,353
+1,134
169 170
171
172 173