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
4276
$719K ﹤0.01%
14,469
+1,175
4277
$718K ﹤0.01%
18,184
-1,139
4278
$718K ﹤0.01%
25,789
+23,158
4279
$714K ﹤0.01%
40,984
+1,924
4280
$714K ﹤0.01%
50,250
-17,125
4281
$714K ﹤0.01%
18,669
+17,707
4282
$713K ﹤0.01%
41,180
-32,360
4283
$712K ﹤0.01%
86,845
+73,454
4284
$711K ﹤0.01%
19,194
-871
4285
$711K ﹤0.01%
33,847
+381
4286
$710K ﹤0.01%
50,107
-69,732
4287
$710K ﹤0.01%
61,330
+8,495
4288
$708K ﹤0.01%
34,429
-1,033
4289
$707K ﹤0.01%
75,564
+30,159
4290
$706K ﹤0.01%
32,931
+5,253
4291
$705K ﹤0.01%
54,283
-14,716
4292
$703K ﹤0.01%
34,748
-4,266
4293
$702K ﹤0.01%
18,850
-13,030
4294
$701K ﹤0.01%
52,919
-19,724
4295
$701K ﹤0.01%
35
+27
4296
$701K ﹤0.01%
+35,073
4297
$698K ﹤0.01%
27,626
+2,015
4298
$698K ﹤0.01%
13,038
-1,111
4299
$698K ﹤0.01%
4
4300
$696K ﹤0.01%
30,858
-6,347
170 171
172
173 174