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
4351
$651K ﹤0.01%
50,582
-4,114
4352
$650K ﹤0.01%
59,020
+5,289
4353
$650K ﹤0.01%
1,588
-118
4354
$648K ﹤0.01%
112,488
+27,008
4355
$648K ﹤0.01%
26,718
+5,577
4356
$647K ﹤0.01%
13,684
-24,699
4357
$646K ﹤0.01%
27,430
-3,200
4358
$645K ﹤0.01%
53,374
+143
4359
$643K ﹤0.01%
16,613
+14,395
4360
$642K ﹤0.01%
67,146
-27,874
4361
$641K ﹤0.01%
33,616
-2,027
4362
$640K ﹤0.01%
39,853
+35,578
4363
$640K ﹤0.01%
124,488
-1,348
4364
$639K ﹤0.01%
51,550
-19,933
4365
$639K ﹤0.01%
34,096
+11,905
4366
$636K ﹤0.01%
8,426
-3,485
4367
$635K ﹤0.01%
19,702
-35,963
4368
$634K ﹤0.01%
401,848
-63,552
4369
$634K ﹤0.01%
66,769
+13,144
4370
$631K ﹤0.01%
21,921
-3,732
4371
$631K ﹤0.01%
37,716
+1,413
4372
$630K ﹤0.01%
19,667
-188,428
4373
$630K ﹤0.01%
346,752
-1,293,408
4374
$629K ﹤0.01%
36,430
+4,435
4375
$629K ﹤0.01%
48,150
-1,118
173 174
175
176 177