Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
7,121
New
Increased
Reduced
Closed

Top Buys

1
+$9.9B
2
+$1.34B
3
+$634M
4
KHC icon
Kraft Heinz
KHC
+$533M
5
NFLX icon
Netflix
NFLX
+$506M

Top Sells

1
+$1.21B
2
+$1.2B
3
+$817M
4
QCOM icon
Qualcomm
QCOM
+$697M
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
4776
$312K ﹤0.01%
11,817
+4,696
4777
$311K ﹤0.01%
51,875
+4,492
4778
$310K ﹤0.01%
15,487
+5,952
4779
$310K ﹤0.01%
36,360
+28,665
4780
$309K ﹤0.01%
15,659
-9,421
4781
$309K ﹤0.01%
5,665
-22,430
4782
$308K ﹤0.01%
9,460
-12,596
4783
$308K ﹤0.01%
14,127
-11,810
4784
$307K ﹤0.01%
519
+394
4785
$306K ﹤0.01%
17,676
-9,650
4786
$305K ﹤0.01%
16,943
+7,992
4787
$305K ﹤0.01%
46,982
-80,085
4788
$304K ﹤0.01%
26,054
+18,828
4789
$304K ﹤0.01%
17,443
-13,465
4790
$304K ﹤0.01%
28,322
-7,306
4791
$303K ﹤0.01%
11,890
+4,801
4792
$303K ﹤0.01%
85,835
+27,443
4793
$303K ﹤0.01%
8,261
+136
4794
$302K ﹤0.01%
21,577
-15,113
4795
$301K ﹤0.01%
24,000
-1,400
4796
$300K ﹤0.01%
94,077
-2,338
4797
$299K ﹤0.01%
13,466
+6,317
4798
$298K ﹤0.01%
14,356
-14,863
4799
$296K ﹤0.01%
28,126
-89,172
4800
$295K ﹤0.01%
15,195
-11,856
190 191
192
193 194