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
4101
$915K ﹤0.01%
69,760
-35,362
4102
$913K ﹤0.01%
46,601
-294,676
4103
$913K ﹤0.01%
719,043
-745,600
4104
$913K ﹤0.01%
24,824
+7,778
4105
$912K ﹤0.01%
151
-728
4106
$912K ﹤0.01%
294,150
-244,830
4107
$910K ﹤0.01%
63,426
+559
4108
$910K ﹤0.01%
84,489
-21,939
4109
$909K ﹤0.01%
14,087
-18,458
4110
$909K ﹤0.01%
70,849
+7,058
4111
$907K ﹤0.01%
125,098
-100,955
4112
$906K ﹤0.01%
43,577
-10,410
4113
$902K ﹤0.01%
37,614
+26,779
4114
$900K ﹤0.01%
16,991
-128,250
4115
$899K ﹤0.01%
74,404
+74,050
4116
$899K ﹤0.01%
115,776
+49,697
4117
$899K ﹤0.01%
47,112
+36,234
4118
$897K ﹤0.01%
79,812
+26,774
4119
$897K ﹤0.01%
8,906
-451
4120
$897K ﹤0.01%
44,629
-43,349
4121
$896K ﹤0.01%
67,911
+88
4122
$895K ﹤0.01%
64,249
-14,311
4123
$894K ﹤0.01%
30,491
-2,043
4124
$884K ﹤0.01%
45,799
+10,829
4125
$884K ﹤0.01%
16,333
-945
163 164
165
166 167