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
4876
$259K ﹤0.01%
2,558
-33,498
4877
$259K ﹤0.01%
46,874
-31,915
4878
$259K ﹤0.01%
43,310
-21,184
4879
$258K ﹤0.01%
6,101
-47
4880
$258K ﹤0.01%
27,312
-18,054
4881
$258K ﹤0.01%
46,022
+43,954
4882
$258K ﹤0.01%
31,911
+18,451
4883
$257K ﹤0.01%
36,872
-89,232
4884
$257K ﹤0.01%
5,804
-9,985
4885
$256K ﹤0.01%
16,062
+10,162
4886
$256K ﹤0.01%
76,317
-17,232
4887
$255K ﹤0.01%
21,306
-4,681
4888
$255K ﹤0.01%
72,280
-56,600
4889
$253K ﹤0.01%
+76
4890
$253K ﹤0.01%
26,067
+7,465
4891
$252K ﹤0.01%
3,256
-2,896
4892
$252K ﹤0.01%
91,313
+45,932
4893
$252K ﹤0.01%
137,000
-8,000
4894
$250K ﹤0.01%
40,792
+21,905
4895
$247K ﹤0.01%
23,082
+9,934
4896
$246K ﹤0.01%
45,928
-9,180
4897
$246K ﹤0.01%
3,061
-612
4898
$245K ﹤0.01%
5,426
-788
4899
$245K ﹤0.01%
14,057
-136,181
4900
$245K ﹤0.01%
9,035
-78,304
194 195
196
197 198