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
2626
$4.83M ﹤0.01%
209,185
-168,975
2627
$4.83M ﹤0.01%
143,211
+35,232
2628
$4.83M ﹤0.01%
1,104,007
+984,360
2629
$4.82M ﹤0.01%
133,030
-93,529
2630
$4.82M ﹤0.01%
2,284,271
+51,330
2631
$4.82M ﹤0.01%
355,464
-78,712
2632
$4.82M ﹤0.01%
126,781
-553
2633
$4.8M ﹤0.01%
118,001
-22,688
2634
$4.78M ﹤0.01%
341,723
-45,354
2635
$4.78M ﹤0.01%
751,740
+13,927
2636
$4.78M ﹤0.01%
383,816
+209,490
2637
$4.77M ﹤0.01%
748,220
+559,830
2638
$4.76M ﹤0.01%
58,616
-28,832
2639
$4.75M ﹤0.01%
418,945
+7,217
2640
$4.75M ﹤0.01%
271,705
-37,519
2641
$4.74M ﹤0.01%
469,132
-33,070
2642
$4.74M ﹤0.01%
106,640
+58,929
2643
$4.72M ﹤0.01%
359,221
+56,364
2644
$4.7M ﹤0.01%
24,625
-1,200
2645
$4.7M ﹤0.01%
445,546
+383,715
2646
$4.69M ﹤0.01%
51,460
+6,853
2647
$4.68M ﹤0.01%
333,395
-566,115
2648
$4.68M ﹤0.01%
283,987
+103,284
2649
$4.67M ﹤0.01%
69,670
+2,487
2650
$4.67M ﹤0.01%
1,666,745
+453,599
104 105
106
107 108