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
4651
$394K ﹤0.01%
11,135
-66,367
4652
$394K ﹤0.01%
65,973
+60,237
4653
– –
0
4654
$392K ﹤0.01%
20,465
-52,907
4655
$390K ﹤0.01%
7,907
-8,513
4656
$390K ﹤0.01%
9,389
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4657
$390K ﹤0.01%
6,803
+278
4658
$388K ﹤0.01%
21,293
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4659
$388K ﹤0.01%
29,225
-465
4660
$387K ﹤0.01%
24,134
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4661
$386K ﹤0.01%
56,750
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4662
$386K ﹤0.01%
62,973
+13,128
4663
$384K ﹤0.01%
18,699
-51,892
4664
$382K ﹤0.01%
48,865
-18,310
4665
$382K ﹤0.01%
6,677
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4666
$382K ﹤0.01%
28,741
-2,421
4667
$381K ﹤0.01%
14,753
+1,662
4668
$380K ﹤0.01%
6,872
-52,490
4669
$380K ﹤0.01%
15,708
-399
4670
$380K ﹤0.01%
140,634
-3,000
4671
$380K ﹤0.01%
77,036
-103,736
4672
$379K ﹤0.01%
27,242
-1,651
4673
$379K ﹤0.01%
16,457
-6,406
4674
$378K ﹤0.01%
36,083
-58,954
4675
$377K ﹤0.01%
20,299
-5,192
185 186
187
188 189