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
4626
$413K ﹤0.01%
18,181
-8,057
4627
$412K ﹤0.01%
9
4628
$409K ﹤0.01%
32,894
+2,999
4629
$409K ﹤0.01%
7,941
-23,209
4630
$408K ﹤0.01%
24,431
-16,456
4631
$407K ﹤0.01%
37,715
-16,455
4632
$407K ﹤0.01%
27,730
-13,415
4633
$407K ﹤0.01%
18,022
-51,619
4634
$406K ﹤0.01%
12,086
-10,524
4635
$406K ﹤0.01%
36,970
-6,758
4636
$405K ﹤0.01%
28,958
-8,331
4637
$404K ﹤0.01%
46,081
-1,783,357
4638
$404K ﹤0.01%
384,610
+115,322
4639
$403K ﹤0.01%
+24,829
4640
$402K ﹤0.01%
9,656
-9,420
4641
$402K ﹤0.01%
29,393
+2,195
4642
$401K ﹤0.01%
99,127
+8,129
4643
$400K ﹤0.01%
55,764
-8,914
4644
$400K ﹤0.01%
14,393
-95,425
4645
$399K ﹤0.01%
10,543
+3,659
4646
$399K ﹤0.01%
16,037
-3,583
4647
$397K ﹤0.01%
88,779
+72,761
4648
$397K ﹤0.01%
9,552
-29,246
4649
$396K ﹤0.01%
8,355
-54,787
4650
$396K ﹤0.01%
156,032
+64,226
184 185
186
187 188