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
4451
$551K ﹤0.01%
+14,786
4452
$551K ﹤0.01%
3,341
+94
4453
$550K ﹤0.01%
46,645
+23,844
4454
$550K ﹤0.01%
121,941
-18,834
4455
$550K ﹤0.01%
36,580
-3,168
4456
$548K ﹤0.01%
23,468
+23,273
4457
$548K ﹤0.01%
26,847
-432
4458
$546K ﹤0.01%
37,908
+280
4459
$545K ﹤0.01%
28,706
-249
4460
$544K ﹤0.01%
41,965
-8,811
4461
$543K ﹤0.01%
13,426
-2,208
4462
$542K ﹤0.01%
21,233
-66,706
4463
$542K ﹤0.01%
20,294
+4,004
4464
$540K ﹤0.01%
59,320
-192,089
4465
$540K ﹤0.01%
33,159
+5,156
4466
$540K ﹤0.01%
88,776
-3,626
4467
$539K ﹤0.01%
37,300
+4,554
4468
$538K ﹤0.01%
294,438
-37,894
4469
$537K ﹤0.01%
146,472
+108,679
4470
$536K ﹤0.01%
115,560
+109,736
4471
$536K ﹤0.01%
67,170
+2,454
4472
$536K ﹤0.01%
152,279
-39,836
4473
$536K ﹤0.01%
23,095
-2,927
4474
$534K ﹤0.01%
12,858
-65,628
4475
$534K ﹤0.01%
27,672
+6,208
177 178
179
180 181