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
4576
$452K ﹤0.01%
20,927
+1,309
4577
$452K ﹤0.01%
12,717
-1,656
4578
$452K ﹤0.01%
386,168
-197,429
4579
$451K ﹤0.01%
3,981
+3,132
4580
$450K ﹤0.01%
14,051
+394
4581
$450K ﹤0.01%
184,185
-1,446,225
4582
$450K ﹤0.01%
75,389
+53,403
4583
$447K ﹤0.01%
17,588
-848,150
4584
$447K ﹤0.01%
38,159
+26,576
4585
$445K ﹤0.01%
41,130
+3,081
4586
$444K ﹤0.01%
32,208
-6,344
4587
$441K ﹤0.01%
38,060
-370
4588
$441K ﹤0.01%
14,205
-1,223
4589
$441K ﹤0.01%
42,796
-2,282
4590
$439K ﹤0.01%
37,559
+30,466
4591
$439K ﹤0.01%
32,627
-200
4592
$435K ﹤0.01%
19,852
-5,246
4593
$435K ﹤0.01%
52,476
+29,537
4594
$431K ﹤0.01%
70,184
-137,506
4595
$430K ﹤0.01%
29,438
-9,186
4596
$430K ﹤0.01%
10,833
-1,968
4597
$429K ﹤0.01%
43,573
+1,133
4598
$429K ﹤0.01%
140,145
+72,214
4599
$428K ﹤0.01%
20,603
-3,162
4600
$428K ﹤0.01%
2,023
+1,263
182 183
184
185 186