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
4426
$572K ﹤0.01%
19,814
+13,600
4427
$572K ﹤0.01%
51,162
-33,944
4428
$570K ﹤0.01%
36,540
+17,562
4429
$569K ﹤0.01%
17,057
+12,914
4430
$569K ﹤0.01%
26,373
+2,418
4431
$568K ﹤0.01%
48,206
-4,117
4432
$567K ﹤0.01%
33,775
-37,397
4433
$565K ﹤0.01%
18,455
-4,416
4434
$565K ﹤0.01%
40,107
+25,548
4435
$565K ﹤0.01%
23,036
-59,503
4436
$564K ﹤0.01%
126,558
+124,601
4437
$563K ﹤0.01%
11,521
-875
4438
$563K ﹤0.01%
21,468
+6,820
4439
$562K ﹤0.01%
7,873
+92
4440
$562K ﹤0.01%
34,232
-894
4441
$561K ﹤0.01%
5,584
+834
4442
$561K ﹤0.01%
207,891
-205,213
4443
$558K ﹤0.01%
65,942
+62,052
4444
$555K ﹤0.01%
21,399
+1,208
4445
$555K ﹤0.01%
208,154
-126,760
4446
$554K ﹤0.01%
23,566
-15,930
4447
$554K ﹤0.01%
29,040
+15,001
4448
$553K ﹤0.01%
21,005
+10,121
4449
$552K ﹤0.01%
23,435
+9,332
4450
$552K ﹤0.01%
16,911
+2,193
176 177
178
179 180