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
4026
$1M ﹤0.01%
33,588
-39,020
4027
$1M ﹤0.01%
24,666
+4,210
4028
$1M ﹤0.01%
539,313
+208,520
4029
$1M ﹤0.01%
83,998
-280,286
4030
$1M ﹤0.01%
99,661
+6,799
4031
$1M ﹤0.01%
17,908
+16,482
4032
$997K ﹤0.01%
134,505
-66,774
4033
$997K ﹤0.01%
369,420
-77,564
4034
$996K ﹤0.01%
65,969
-3,017
4035
$996K ﹤0.01%
221,438
-75,467
4036
$995K ﹤0.01%
30,427
+1,724
4037
$994K ﹤0.01%
200,969
+22,971
4038
$994K ﹤0.01%
40,441
+724
4039
$992K ﹤0.01%
326,219
+174,140
4040
$986K ﹤0.01%
124,007
-7,024
4041
$986K ﹤0.01%
115,832
-5,668
4042
$985K ﹤0.01%
76,902
-7,212
4043
$983K ﹤0.01%
20,201
-4,627
4044
$982K ﹤0.01%
21,015
-3,874
4045
$981K ﹤0.01%
81,097
-148,908
4046
$980K ﹤0.01%
76,943
+1,368
4047
$978K ﹤0.01%
41,561
-63,405
4048
$978K ﹤0.01%
175,323
-20,628
4049
$976K ﹤0.01%
17,941
+1,172
4050
$974K ﹤0.01%
67,104
-18,523
160 161
162
163 164