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
4776
$310K ﹤0.01%
15,487
+5,952
4777
$310K ﹤0.01%
36,360
+28,665
4778
$309K ﹤0.01%
15,659
-9,421
4779
$309K ﹤0.01%
5,665
-22,430
4780
$308K ﹤0.01%
9,460
-12,596
4781
$308K ﹤0.01%
14,127
-11,810
4782
$307K ﹤0.01%
519
+394
4783
$306K ﹤0.01%
17,676
-9,650
4784
$305K ﹤0.01%
16,943
+7,992
4785
$305K ﹤0.01%
46,982
-80,085
4786
$304K ﹤0.01%
26,054
+18,828
4787
$304K ﹤0.01%
17,443
-13,465
4788
$304K ﹤0.01%
28,322
-7,306
4789
$303K ﹤0.01%
11,890
+4,801
4790
$303K ﹤0.01%
85,835
+27,443
4791
$303K ﹤0.01%
8,261
+136
4792
$302K ﹤0.01%
21,577
-15,113
4793
$301K ﹤0.01%
24,000
-1,400
4794
$300K ﹤0.01%
94,077
-2,338
4795
$299K ﹤0.01%
13,466
+6,317
4796
$298K ﹤0.01%
14,356
-14,863
4797
$296K ﹤0.01%
28,126
-89,172
4798
$295K ﹤0.01%
18,959
+6,120
4799
$295K ﹤0.01%
15,195
-11,856
4800
$293K ﹤0.01%
16,273
+92
190 191
192
193 194