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
4501
$516K ﹤0.01%
13,124
+2,451
4502
$514K ﹤0.01%
31,289
+4,928
4503
$513K ﹤0.01%
17,213
-39,772
4504
$513K ﹤0.01%
92,456
-37,656
4505
$513K ﹤0.01%
+8,583
4506
$512K ﹤0.01%
10,030
+859
4507
$512K ﹤0.01%
18,827
-8,301
4508
$511K ﹤0.01%
28,924
+3,030
4509
$511K ﹤0.01%
49,808
+6,080
4510
$510K ﹤0.01%
39,008
-63,123
4511
$508K ﹤0.01%
22,274
+13,962
4512
$508K ﹤0.01%
34,826
-10,571
4513
$508K ﹤0.01%
26,314
-5,107
4514
$507K ﹤0.01%
74,572
+36,413
4515
$504K ﹤0.01%
27,355
-10,895
4516
$504K ﹤0.01%
9,752
-682
4517
$503K ﹤0.01%
23,205
-22,824
4518
$502K ﹤0.01%
4,488
+488
4519
$500K ﹤0.01%
67,943
-44,492
4520
$499K ﹤0.01%
35,799
-2,341
4521
$499K ﹤0.01%
48,022
-122,207
4522
$498K ﹤0.01%
1,046
-859
4523
$498K ﹤0.01%
92,063
-54,150
4524
$496K ﹤0.01%
18,799
-107
4525
$495K ﹤0.01%
48,014
-29,584
179 180
181
182 183