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
4551
$476K ﹤0.01%
18,863
-113,763
4552
$476K ﹤0.01%
10,438
+1,175
4553
$475K ﹤0.01%
22,163
+525
4554
$475K ﹤0.01%
37,858
4555
$475K ﹤0.01%
35,245
+2,527
4556
$474K ﹤0.01%
84,881
+1,784
4557
$473K ﹤0.01%
31,758
-4,718
4558
$473K ﹤0.01%
19,387
+230
4559
$472K ﹤0.01%
115,347
-225,883
4560
$471K ﹤0.01%
25,879
-14,661
4561
$471K ﹤0.01%
24,659
-4,592
4562
$471K ﹤0.01%
4,776
-66,111
4563
$471K ﹤0.01%
6,157
-2,966
4564
$471K ﹤0.01%
127,044
+16,544
4565
$469K ﹤0.01%
19,446
-3,366
4566
$467K ﹤0.01%
40,333
-36,990
4567
$467K ﹤0.01%
+42,984
4568
$466K ﹤0.01%
68,680
+13,267
4569
$465K ﹤0.01%
22,796
-1,968
4570
$463K ﹤0.01%
36,779
-1,099
4571
$463K ﹤0.01%
11,715
-953
4572
$458K ﹤0.01%
2,330
-6,158
4573
$454K ﹤0.01%
91,871
+35,502
4574
$454K ﹤0.01%
+8,753
4575
$453K ﹤0.01%
20,176
-8,056
181 182
183
184 185