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
2651
$4.67M ﹤0.01%
491,167
-3,867
2652
$4.66M ﹤0.01%
310,851
+31,040
2653
$4.66M ﹤0.01%
426,933
-110,333
2654
$4.66M ﹤0.01%
181,985
+14,382
2655
$4.66M ﹤0.01%
62,860
+30,994
2656
$4.65M ﹤0.01%
235,408
-4,988
2657
$4.65M ﹤0.01%
41,040
+17,421
2658
$4.65M ﹤0.01%
209,781
-105,031
2659
$4.64M ﹤0.01%
175,861
+7,290
2660
$4.64M ﹤0.01%
254,982
+155,369
2661
$4.63M ﹤0.01%
368,427
+14,084
2662
$4.63M ﹤0.01%
39,050
-50,000
2663
$4.63M ﹤0.01%
27,893
-72,600
2664
$4.62M ﹤0.01%
53,580
-21,651
2665
$4.61M ﹤0.01%
214,928
+155,901
2666
$4.61M ﹤0.01%
112,755
-840,230
2667
$4.6M ﹤0.01%
116,619
+77,493
2668
$4.6M ﹤0.01%
154,761
+119,980
2669
$4.59M ﹤0.01%
71,481
-57,613
2670
$4.59M ﹤0.01%
235,420
+111,531
2671
$4.58M ﹤0.01%
168,541
+150,968
2672
$4.58M ﹤0.01%
86,912
-32,523
2673
$4.58M ﹤0.01%
311,788
+14,998
2674
$4.58M ﹤0.01%
196,364
+43,033
2675
$4.57M ﹤0.01%
247,022
+224,377
105 106
107
108 109