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
4001
$1.03M ﹤0.01%
35,206
-31,515
4002
$1.03M ﹤0.01%
144,248
+52,071
4003
$1.03M ﹤0.01%
106,601
+60,284
4004
$1.03M ﹤0.01%
522,979
+28,746
4005
$1.03M ﹤0.01%
94,499
-4,260
4006
$1.03M ﹤0.01%
62,468
-2,670
4007
$1.03M ﹤0.01%
113,402
-51,691
4008
$1.03M ﹤0.01%
16,177
+1,683
4009
$1.03M ﹤0.01%
60,912
+27,462
4010
$1.03M ﹤0.01%
58,333
+10,161
4011
$1.02M ﹤0.01%
52,730
-7,463
4012
$1.02M ﹤0.01%
387,474
-132,968
4013
$1.02M ﹤0.01%
30,038
-61,827
4014
$1.02M ﹤0.01%
72,414
-28,505
4015
$1.02M ﹤0.01%
2,188
+620
4016
$1.01M ﹤0.01%
23,034
-35,116
4017
$1.01M ﹤0.01%
67,106
-974
4018
$1.01M ﹤0.01%
23,998
-25,985
4019
$1.01M ﹤0.01%
318
+199
4020
$1.01M ﹤0.01%
38,752
-10,947
4021
$1.01M ﹤0.01%
162,390
+126,721
4022
$1.01M ﹤0.01%
27,623
-126
4023
$1.01M ﹤0.01%
24,081
-26,198
4024
$1.01M ﹤0.01%
71,003
-240,965
4025
$1M ﹤0.01%
591,157
+343,113
159 160
161
162 163