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
2526
$5.44M ﹤0.01%
920,352
+757,456
2527
$5.43M ﹤0.01%
509,216
+21,802
2528
$5.43M ﹤0.01%
893,400
-782,424
2529
$5.43M ﹤0.01%
49,644
-47,605
2530
$5.4M ﹤0.01%
74,955
+55,424
2531
$5.39M ﹤0.01%
690,620
+179,171
2532
$5.39M ﹤0.01%
724,961
+360,724
2533
$5.38M ﹤0.01%
911,185
-31,348
2534
$5.38M ﹤0.01%
268,665
+12,840
2535
$5.37M ﹤0.01%
417,747
-1,136,952
2536
$5.37M ﹤0.01%
220,600
+92,100
2537
$5.37M ﹤0.01%
164,461
+106,336
2538
$5.36M ﹤0.01%
286,784
+127,348
2539
$5.34M ﹤0.01%
292,000
+172,492
2540
$5.33M ﹤0.01%
173,211
+107
2541
$5.33M ﹤0.01%
39,750
+4,686
2542
$5.33M ﹤0.01%
421,874
-40,238
2543
$5.33M ﹤0.01%
238,356
-150,300
2544
$5.32M ﹤0.01%
76,702
+28,074
2545
$5.32M ﹤0.01%
364,074
+329,379
2546
$5.31M ﹤0.01%
164,236
+44,223
2547
$5.31M ﹤0.01%
735,726
+392,881
2548
$5.31M ﹤0.01%
867,759
+276,502
2549
$5.3M ﹤0.01%
352,786
+140,185
2550
$5.29M ﹤0.01%
119,481
-53,344