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
4526
$494K ﹤0.01%
20,392
-60,608
4527
$494K ﹤0.01%
18,097
-2,487
4528
$493K ﹤0.01%
28,004
+12,802
4529
$491K ﹤0.01%
90,839
-108,331
4530
$490K ﹤0.01%
37,896
-4,624
4531
$489K ﹤0.01%
2,010
-264
4532
$488K ﹤0.01%
33,516
-3,955
4533
$487K ﹤0.01%
+13,677
4534
$487K ﹤0.01%
43,750
+27,096
4535
$486K ﹤0.01%
35,975
-35,932
4536
$485K ﹤0.01%
12,784
-50,258
4537
$483K ﹤0.01%
45,681
-27,835
4538
$483K ﹤0.01%
83,414
-21,442
4539
$482K ﹤0.01%
46,910
+15,722
4540
$482K ﹤0.01%
21,945
-16,641
4541
$482K ﹤0.01%
9,391
+741
4542
$481K ﹤0.01%
212,074
4543
$480K ﹤0.01%
16,006
-74,429
4544
$480K ﹤0.01%
19,493
+18,631
4545
$480K ﹤0.01%
56,153
-26,526
4546
$479K ﹤0.01%
38,135
+4,290
4547
$479K ﹤0.01%
51,752
+32,744
4548
$478K ﹤0.01%
18,402
+4,800
4549
$478K ﹤0.01%
29,662
+1,321
4550
$477K ﹤0.01%
15,617
+9,207
180 181
182
183 184