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
4376
$629K ﹤0.01%
36,430
+4,435
4377
$629K ﹤0.01%
48,150
-1,118
4378
$628K ﹤0.01%
59,502
+24,155
4379
$626K ﹤0.01%
103,564
-35,244
4380
$625K ﹤0.01%
35,821
+2,629
4381
$623K ﹤0.01%
33,474
-354
4382
$623K ﹤0.01%
10,194
-1,090
4383
$623K ﹤0.01%
15,293
+194
4384
$621K ﹤0.01%
26,291
-763
4385
– –
0
4386
$619K ﹤0.01%
59,061
+36,308
4387
$619K ﹤0.01%
64,419
-18,973
4388
$618K ﹤0.01%
32,427
-9,828
4389
$616K ﹤0.01%
45,868
-22,462
4390
$616K ﹤0.01%
58,426
-16,969
4391
$616K ﹤0.01%
110,838
+8,500
4392
$612K ﹤0.01%
224,350
-159,690
4393
$611K ﹤0.01%
36,563
+4,913
4394
$610K ﹤0.01%
17,295
+12,757
4395
$610K ﹤0.01%
18,220
-1,678
4396
$609K ﹤0.01%
5,651
-2,278
4397
$609K ﹤0.01%
55,863
-17,024
4398
$608K ﹤0.01%
773
+532
4399
$608K ﹤0.01%
46,604
+33,454
4400
$607K ﹤0.01%
13,462
-52,589
174 175
176
177 178