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
4601
$428K ﹤0.01%
24,005
+3,488
4602
$427K ﹤0.01%
24,213
+2,516
4603
$427K ﹤0.01%
9,530
-129,060
4604
$426K ﹤0.01%
63,765
+52,122
4605
$425K ﹤0.01%
30,398
+19,670
4606
$424K ﹤0.01%
40,385
+7,851
4607
$423K ﹤0.01%
17,956
-43,527
4608
$423K ﹤0.01%
44,114
-4,755
4609
$423K ﹤0.01%
16,983
-4,321
4610
$423K ﹤0.01%
68,780
-248,644
4611
$422K ﹤0.01%
21,102
-49,034
4612
$422K ﹤0.01%
162,328
-155,876
4613
$421K ﹤0.01%
41,080
+1,360
4614
$421K ﹤0.01%
26,398
-13,314
4615
$421K ﹤0.01%
3,899
-387
4616
$420K ﹤0.01%
6,220
+189
4617
$420K ﹤0.01%
19,679
+1,419
4618
$420K ﹤0.01%
32,548
+9,735
4619
$418K ﹤0.01%
16,611
-1,127
4620
$417K ﹤0.01%
15,277
-18,495
4621
$417K ﹤0.01%
41,227
-49,986
4622
$417K ﹤0.01%
31,540
-3,005
4623
$415K ﹤0.01%
241,218
-1,624,072
4624
$415K ﹤0.01%
12,604
-5,530
4625
$414K ﹤0.01%
140,398
-18,837
183 184
185
186 187