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
4401
$605K ﹤0.01%
14,959
-39,021
4402
$603K ﹤0.01%
5,250
+4,262
4403
$602K ﹤0.01%
8,399
+438
4404
$602K ﹤0.01%
19,887
-470
4405
$599K ﹤0.01%
26,920
+22,567
4406
$598K ﹤0.01%
39,481
-151,203
4407
$597K ﹤0.01%
44,235
+29,380
4408
$594K ﹤0.01%
55,431
-3,995
4409
$594K ﹤0.01%
13,613
-1,065
4410
$592K ﹤0.01%
41,475
-126,565
4411
$592K ﹤0.01%
44,440
-7,724
4412
$590K ﹤0.01%
81,685
+80,759
4413
$588K ﹤0.01%
10,919
+5,151
4414
$587K ﹤0.01%
27,508
+26,083
4415
$587K ﹤0.01%
42,892
-9,185
4416
$586K ﹤0.01%
16,507
-1,409
4417
$583K ﹤0.01%
12,994
-13,668
4418
$583K ﹤0.01%
57,925
-1,615
4419
$580K ﹤0.01%
14,148
+2,630
4420
$579K ﹤0.01%
42,282
-14,882
4421
$578K ﹤0.01%
46,910
+5,326
4422
$578K ﹤0.01%
15,036
+12,256
4423
$574K ﹤0.01%
19,758
-10,956
4424
$573K ﹤0.01%
9,435
-24,310
4425
$573K ﹤0.01%
38,473
+1,859
175 176
177
178 179