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
4501
$518K ﹤0.01%
16,849
-1,579
4502
$517K ﹤0.01%
20,833
+13,804
4503
$516K ﹤0.01%
13,124
+2,451
4504
$514K ﹤0.01%
31,289
+4,928
4505
$513K ﹤0.01%
17,213
-39,772
4506
$513K ﹤0.01%
92,456
-37,656
4507
$513K ﹤0.01%
+8,583
4508
$512K ﹤0.01%
10,030
+859
4509
$512K ﹤0.01%
18,827
-8,301
4510
$511K ﹤0.01%
28,924
+3,030
4511
$511K ﹤0.01%
49,808
+6,080
4512
$510K ﹤0.01%
39,008
-63,123
4513
$508K ﹤0.01%
22,274
+13,962
4514
$508K ﹤0.01%
34,826
-10,571
4515
$508K ﹤0.01%
26,314
-5,107
4516
$507K ﹤0.01%
74,572
+36,413
4517
$504K ﹤0.01%
27,355
-10,895
4518
$504K ﹤0.01%
9,752
-682
4519
$503K ﹤0.01%
23,205
-22,824
4520
$502K ﹤0.01%
4,488
+488
4521
$500K ﹤0.01%
67,943
-44,492
4522
$499K ﹤0.01%
35,799
-2,341
4523
$499K ﹤0.01%
48,022
-122,207
4524
$498K ﹤0.01%
1,046
-859
4525
$498K ﹤0.01%
92,063
-54,150
179 180
181
182 183