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
4926
$227K ﹤0.01%
30,346
+9,036
4927
$227K ﹤0.01%
16,460
-182
4928
$227K ﹤0.01%
10,038
+1,275
4929
$226K ﹤0.01%
23,149
-31,302
4930
$226K ﹤0.01%
288
+45
4931
$226K ﹤0.01%
20,100
-5,061
4932
$226K ﹤0.01%
22,817
-55,727
4933
$225K ﹤0.01%
15,723
4934
$224K ﹤0.01%
9,485
-45,168
4935
$223K ﹤0.01%
9,706
+9,608
4936
$223K ﹤0.01%
39,344
+4,464
4937
$223K ﹤0.01%
13,263
+391
4938
$222K ﹤0.01%
8,675
+4,447
4939
$221K ﹤0.01%
4,987
-4,505
4940
$221K ﹤0.01%
16,400
-6,904
4941
$220K ﹤0.01%
96,989
-18,356
4942
$220K ﹤0.01%
11,090
-7,100
4943
$219K ﹤0.01%
5,018
-1,578
4944
$217K ﹤0.01%
63,957
-50,383
4945
$217K ﹤0.01%
6,842
-646
4946
$217K ﹤0.01%
9,532
-2,825
4947
$217K ﹤0.01%
55,291
-1,868
4948
$217K ﹤0.01%
8,690
-24,036
4949
$215K ﹤0.01%
33,993
-21,519
4950
$215K ﹤0.01%
4,612
+862
196 197
198
199 200