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
2601
$5M ﹤0.01%
212,945
+3,074
2602
$5M ﹤0.01%
241,183
+3,527
2603
$4.99M ﹤0.01%
239,247
+18,022
2604
$4.98M ﹤0.01%
346,548
-28,706
2605
$4.98M ﹤0.01%
20,392
+19,303
2606
$4.97M ﹤0.01%
171,666
-120,927
2607
$4.97M ﹤0.01%
132,707
-71,602
2608
$4.97M ﹤0.01%
154,364
-206,912
2609
$4.96M ﹤0.01%
297,098
+86,961
2610
$4.96M ﹤0.01%
296,635
+104,586
2611
$4.94M ﹤0.01%
233,551
+78,304
2612
$4.93M ﹤0.01%
+138,000
2613
$4.92M ﹤0.01%
191,353
+72,795
2614
$4.9M ﹤0.01%
240,316
+91,258
2615
$4.88M ﹤0.01%
388,500
-61,984
2616
$4.88M ﹤0.01%
198,456
+158,689
2617
$4.88M ﹤0.01%
1,017,660
-556,160
2618
$4.87M ﹤0.01%
191,453
+75,243
2619
$4.86M ﹤0.01%
201,758
+62,274
2620
$4.85M ﹤0.01%
147,469
-271,440
2621
$4.85M ﹤0.01%
134,729
-9,138
2622
$4.85M ﹤0.01%
108,597
+4,273
2623
$4.84M ﹤0.01%
357,210
+18,181
2624
$4.84M ﹤0.01%
83,712
+37,827
2625
$4.83M ﹤0.01%
350,990
+29,464
103 104
105
106 107