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
2551
$5.29M ﹤0.01%
358,792
+181,324
2552
$5.29M ﹤0.01%
75,265
-256,860
2553
$5.29M ﹤0.01%
58,547
+18,514
2554
$5.28M ﹤0.01%
135,740
-50,995
2555
$5.28M ﹤0.01%
296,146
-98,614
2556
$5.26M ﹤0.01%
108,194
+746
2557
$5.25M ﹤0.01%
528,963
+22,020
2558
$5.24M ﹤0.01%
29,255
-28,822
2559
$5.24M ﹤0.01%
172,137
+758
2560
$5.23M ﹤0.01%
127,191
-116,577
2561
$5.23M ﹤0.01%
183,781
+128,871
2562
$5.23M ﹤0.01%
118,237
+74,596
2563
$5.22M ﹤0.01%
62,932
+12,141
2564
$5.2M ﹤0.01%
428,295
-4,533
2565
$5.2M ﹤0.01%
378,232
+5,552
2566
$5.2M ﹤0.01%
276,546
+181,791
2567
$5.19M ﹤0.01%
54,699
-5,133
2568
$5.19M ﹤0.01%
401,044
+50,005
2569
$5.17M ﹤0.01%
335,120
+39,080
2570
$5.17M ﹤0.01%
135,699
-14,124
2571
$5.16M ﹤0.01%
432,063
+155,818
2572
$5.15M ﹤0.01%
433,342
+5,473
2573
$5.14M ﹤0.01%
222,380
-68,360
2574
$5.14M ﹤0.01%
887,441
+175,046
2575
$5.13M ﹤0.01%
374,285
+194,357