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
4426
$570K ﹤0.01%
36,540
+17,562
4427
$569K ﹤0.01%
26,373
+2,418
4428
$569K ﹤0.01%
17,057
+12,914
4429
$568K ﹤0.01%
48,206
-4,117
4430
$567K ﹤0.01%
33,775
-37,397
4431
$565K ﹤0.01%
18,455
-4,416
4432
$565K ﹤0.01%
40,107
+25,548
4433
$565K ﹤0.01%
23,036
-59,503
4434
$564K ﹤0.01%
126,558
+124,601
4435
$563K ﹤0.01%
11,521
-875
4436
$563K ﹤0.01%
21,468
+6,820
4437
$562K ﹤0.01%
7,873
+92
4438
$562K ﹤0.01%
34,232
-894
4439
$561K ﹤0.01%
5,584
+834
4440
$561K ﹤0.01%
207,891
-205,213
4441
$558K ﹤0.01%
65,942
+62,052
4442
$555K ﹤0.01%
21,399
+1,208
4443
$555K ﹤0.01%
208,154
-126,760
4444
$554K ﹤0.01%
23,566
-15,930
4445
$554K ﹤0.01%
29,040
+15,001
4446
$553K ﹤0.01%
21,005
+10,121
4447
$552K ﹤0.01%
23,435
+9,332
4448
$552K ﹤0.01%
16,911
+2,193
4449
$551K ﹤0.01%
+14,786
4450
$551K ﹤0.01%
3,341
+94
176 177
178
179 180