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
2826
$3.85M ﹤0.01%
93,749
+29,166
2827
$3.85M ﹤0.01%
+111,831
2828
$3.85M ﹤0.01%
306,743
+302,816
2829
$3.84M ﹤0.01%
277,096
-1,071,679
2830
$3.83M ﹤0.01%
221,307
-52,736
2831
$3.83M ﹤0.01%
162,842
+155,544
2832
$3.82M ﹤0.01%
231,352
2833
$3.82M ﹤0.01%
79,978
+4,137
2834
$3.82M ﹤0.01%
162,537
+128,280
2835
$3.82M ﹤0.01%
115,387
-127,503
2836
$3.81M ﹤0.01%
70,965
-369,803
2837
$3.8M ﹤0.01%
144,308
+10,952
2838
$3.8M ﹤0.01%
281,761
-9,290
2839
$3.79M ﹤0.01%
170,262
-19,605
2840
$3.79M ﹤0.01%
80,054
-70,324
2841
$3.79M ﹤0.01%
151,553
-115,441
2842
$3.78M ﹤0.01%
88,792
-33,790
2843
$3.77M ﹤0.01%
840,775
-679,216
2844
$3.77M ﹤0.01%
31,843
-88,608
2845
$3.77M ﹤0.01%
296,936
+112,067
2846
$3.74M ﹤0.01%
157,032
-4,952
2847
$3.74M ﹤0.01%
51,383
-2,507
2848
$3.73M ﹤0.01%
468,965
+375,368
2849
$3.73M ﹤0.01%
79,305
-1,032,980
2850
$3.73M ﹤0.01%
55,971
-38,714
112 113
114
115 116