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
4301
$694K ﹤0.01%
15,071
+3,400
4302
$694K ﹤0.01%
33,562
+25,467
4303
$693K ﹤0.01%
204,969
+25,620
4304
$692K ﹤0.01%
46,389
+4,506
4305
$688K ﹤0.01%
49,895
-3,141
4306
$688K ﹤0.01%
116,408
+38,604
4307
$688K ﹤0.01%
8,828
+863
4308
$687K ﹤0.01%
11,287
+646
4309
$687K ﹤0.01%
31,698
+4,704
4310
$686K ﹤0.01%
4,448
-2,417
4311
$686K ﹤0.01%
112,224
-35,349
4312
$685K ﹤0.01%
37,718
+37,393
4313
$685K ﹤0.01%
82,271
-16,244
4314
$684K ﹤0.01%
56,286
+22,619
4315
$684K ﹤0.01%
62,589
-7,080
4316
$684K ﹤0.01%
195,416
-57,934
4317
$683K ﹤0.01%
48,558
+27,921
4318
$683K ﹤0.01%
8,609
-36,942
4319
$682K ﹤0.01%
29,303
-18,543
4320
$682K ﹤0.01%
15,535
-9,643
4321
$681K ﹤0.01%
137,191
+49,784
4322
$681K ﹤0.01%
110,845
-30,227
4323
$680K ﹤0.01%
33,933
-54,028
4324
$680K ﹤0.01%
53,241
-33,395
4325
$678K ﹤0.01%
52,790
+32,626
171 172
173
174 175