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
2801
$3.92M ﹤0.01%
157,138
+71,338
2802
$3.91M ﹤0.01%
53,808
-65,607
2803
$3.91M ﹤0.01%
155,019
-54,641
2804
$3.9M ﹤0.01%
691,111
+312,083
2805
$3.9M ﹤0.01%
220,466
-35,007
2806
$3.9M ﹤0.01%
160,396
-689,558
2807
$3.9M ﹤0.01%
177,483
-305,918
2808
$3.89M ﹤0.01%
137,411
-116,842
2809
$3.89M ﹤0.01%
599,535
+439,996
2810
$3.89M ﹤0.01%
270,276
+694
2811
$3.89M ﹤0.01%
59,627
-63,489
2812
$3.88M ﹤0.01%
181,667
-7,151
2813
$3.88M ﹤0.01%
1,494,966
+1,322,036
2814
$3.88M ﹤0.01%
127,197
+81,754
2815
$3.88M ﹤0.01%
287,116
+10,805
2816
$3.88M ﹤0.01%
37,015
-7,666
2817
$3.87M ﹤0.01%
3,790,246
+2,484,512
2818
$3.87M ﹤0.01%
70,019
-109,058
2819
$3.87M ﹤0.01%
8,405
+914
2820
$3.87M ﹤0.01%
168,864
+18,525
2821
$3.86M ﹤0.01%
160,729
+154,200
2822
$3.86M ﹤0.01%
85,253
-4,959
2823
$3.86M ﹤0.01%
778,667
+30,649
2824
$3.86M ﹤0.01%
72,698
-16,273
2825
$3.85M ﹤0.01%
327,189
+250,958
111 112
113
114 115