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
4951
$215K ﹤0.01%
7,064
-3,332
4952
$215K ﹤0.01%
6,960
-4,202
4953
$215K ﹤0.01%
45,103
-11,034
4954
$214K ﹤0.01%
9,749
-4,727
4955
$214K ﹤0.01%
10,043
-529
4956
$214K ﹤0.01%
15,137
-205,702
4957
$214K ﹤0.01%
12,313
+27
4958
$213K ﹤0.01%
37,278
+13,046
4959
$213K ﹤0.01%
10,348
+3,231
4960
$212K ﹤0.01%
15,712
-41,085
4961
$211K ﹤0.01%
7,392
+5,614
4962
$211K ﹤0.01%
16,943
-1,873
4963
$211K ﹤0.01%
12,788
-1,708
4964
$210K ﹤0.01%
42,887
+33,338
4965
$210K ﹤0.01%
7,386
+6,616
4966
$210K ﹤0.01%
16,456
-1,493
4967
$210K ﹤0.01%
13,404
-390
4968
$210K ﹤0.01%
10,316
-2,574
4969
$209K ﹤0.01%
8,144
+4,858
4970
$208K ﹤0.01%
97,833
+60,433
4971
$208K ﹤0.01%
4,076
-199
4972
$208K ﹤0.01%
11,946
+196
4973
$207K ﹤0.01%
64,898
+13,425
4974
$206K ﹤0.01%
32,429
+2,513
4975
$205K ﹤0.01%
16,363
+4,150
197 198
199
200 201