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
2701
$4.44M ﹤0.01%
170,688
+65,890
2702
$4.42M ﹤0.01%
83,734
-32,288
2703
$4.42M ﹤0.01%
119,424
-10,706
2704
$4.41M ﹤0.01%
538,629
+195,284
2705
$4.41M ﹤0.01%
61,274
+12,715
2706
$4.4M ﹤0.01%
43,417
-83,126
2707
$4.39M ﹤0.01%
179,250
-36,138
2708
$4.39M ﹤0.01%
575,833
+374,000
2709
$4.38M ﹤0.01%
184,782
-15,582
2710
$4.38M ﹤0.01%
442,888
+33,876
2711
$4.38M ﹤0.01%
50,390
-10,168
2712
$4.37M ﹤0.01%
124,883
+59,843
2713
$4.37M ﹤0.01%
1,184,606
+1,047,121
2714
$4.37M ﹤0.01%
206,486
+75,659
2715
$4.37M ﹤0.01%
+25,981
2716
$4.36M ﹤0.01%
116,196
-5,624
2717
$4.36M ﹤0.01%
223,323
-63,639
2718
$4.35M ﹤0.01%
155,196
-83,643
2719
$4.35M ﹤0.01%
608,890
+201,013
2720
$4.35M ﹤0.01%
77,072
-174,140
2721
$4.34M ﹤0.01%
278,603
+250,838
2722
$4.33M ﹤0.01%
364,010
+70,714
2723
$4.33M ﹤0.01%
105,164
+14,439
2724
$4.33M ﹤0.01%
248,056
-71,026
2725
$4.33M ﹤0.01%
55,456
-3,107
107 108
109
110 111