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
4351
$655K ﹤0.01%
35,880
-59,206
4352
$654K ﹤0.01%
94,286
+67,010
4353
$651K ﹤0.01%
50,582
-4,114
4354
$650K ﹤0.01%
1,588
-118
4355
$650K ﹤0.01%
59,020
+5,289
4356
$648K ﹤0.01%
26,718
+5,577
4357
$648K ﹤0.01%
112,488
+27,008
4358
$647K ﹤0.01%
13,684
-24,699
4359
$646K ﹤0.01%
27,430
-3,200
4360
$645K ﹤0.01%
53,374
+143
4361
$643K ﹤0.01%
16,613
+14,395
4362
$642K ﹤0.01%
67,146
-27,874
4363
$641K ﹤0.01%
33,616
-2,027
4364
$640K ﹤0.01%
124,488
-1,348
4365
$640K ﹤0.01%
39,853
+35,578
4366
$639K ﹤0.01%
51,550
-19,933
4367
$639K ﹤0.01%
34,096
+11,905
4368
$636K ﹤0.01%
8,426
-3,485
4369
$635K ﹤0.01%
19,702
-35,963
4370
$634K ﹤0.01%
401,848
-63,552
4371
$634K ﹤0.01%
66,769
+13,144
4372
$631K ﹤0.01%
21,921
-3,732
4373
$631K ﹤0.01%
37,716
+1,413
4374
$630K ﹤0.01%
19,667
-188,428
4375
$630K ﹤0.01%
346,752
-1,293,408
173 174
175
176 177