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
2726
$4.32M ﹤0.01%
268,202
+46,060
2727
$4.32M ﹤0.01%
62,288
+10,864
2728
$4.31M ﹤0.01%
305,160
+256,430
2729
$4.3M ﹤0.01%
125,107
+60,122
2730
$4.3M ﹤0.01%
267,221
-421,305
2731
$4.29M ﹤0.01%
118,791
-82,501
2732
$4.29M ﹤0.01%
104,947
+13,871
2733
$4.28M ﹤0.01%
157,116
-48,823
2734
$4.28M ﹤0.01%
101,124
-15,308
2735
$4.27M ﹤0.01%
444,289
+22,950
2736
$4.26M ﹤0.01%
147,508
-120,831
2737
$4.26M ﹤0.01%
401,267
+239,873
2738
$4.26M ﹤0.01%
967,857
-14,295
2739
$4.25M ﹤0.01%
83,660
+23,468
2740
$4.25M ﹤0.01%
183,287
-112,275
2741
$4.24M ﹤0.01%
315,653
-77,004
2742
$4.24M ﹤0.01%
331,540
-92,170
2743
$4.24M ﹤0.01%
77,648
+6,048
2744
$4.23M ﹤0.01%
110,652
+10,613
2745
$4.2M ﹤0.01%
1,562,214
-41,580
2746
$4.2M ﹤0.01%
140,958
+40,574
2747
$4.2M ﹤0.01%
206,482
+41,796
2748
$4.19M ﹤0.01%
314,852
+1,630
2749
$4.19M ﹤0.01%
543,339
-293,803
2750
$4.17M ﹤0.01%
25,743
-4,596
108 109
110
111 112