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
4326
$677K ﹤0.01%
132,445
-89,676
4327
$675K ﹤0.01%
76,923
+72,166
4328
$674K ﹤0.01%
12,704
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4329
$674K ﹤0.01%
29,592
-303
4330
$673K ﹤0.01%
29,529
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4331
$672K ﹤0.01%
168,165
-65,897
4332
$670K ﹤0.01%
22,464
+6,798
4333
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31,333
-51,295
4334
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28,304
-277,893
4335
$669K ﹤0.01%
29,172
-32,025
4336
$668K ﹤0.01%
76,514
+5,486
4337
$667K ﹤0.01%
32,838
-10,674
4338
$666K ﹤0.01%
1,937
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4339
$666K ﹤0.01%
61,214
-904
4340
$666K ﹤0.01%
20,508
-43,371
4341
$665K ﹤0.01%
41,405
-6,256
4342
$663K ﹤0.01%
271,134
-401,895
4343
$662K ﹤0.01%
36,924
-10,089
4344
$661K ﹤0.01%
28,959
-2,989
4345
$658K ﹤0.01%
49,296
-305,117
4346
$657K ﹤0.01%
30,224
-3,652
4347
$657K ﹤0.01%
19,310
-450
4348
$655K ﹤0.01%
18,971
+5,388
4349
$655K ﹤0.01%
35,880
-59,206
4350
$654K ﹤0.01%
94,286
+67,010
172 173
174
175 176