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
4526
$496K ﹤0.01%
18,799
-107
4527
$495K ﹤0.01%
48,014
-29,584
4528
$494K ﹤0.01%
20,392
-60,608
4529
$494K ﹤0.01%
18,097
-2,487
4530
$493K ﹤0.01%
28,004
+12,802
4531
$491K ﹤0.01%
90,839
-108,331
4532
$490K ﹤0.01%
37,896
-4,624
4533
$489K ﹤0.01%
2,010
-264
4534
$488K ﹤0.01%
33,516
-3,955
4535
$487K ﹤0.01%
43,750
+27,096
4536
$487K ﹤0.01%
+13,677
4537
$486K ﹤0.01%
35,975
-35,932
4538
$485K ﹤0.01%
12,784
-50,258
4539
$483K ﹤0.01%
45,681
-27,835
4540
$483K ﹤0.01%
83,414
-21,442
4541
$482K ﹤0.01%
46,910
+15,722
4542
$482K ﹤0.01%
21,945
-16,641
4543
$482K ﹤0.01%
9,391
+741
4544
$481K ﹤0.01%
212,074
4545
$480K ﹤0.01%
19,493
+18,631
4546
$480K ﹤0.01%
56,153
-26,526
4547
$480K ﹤0.01%
16,006
-74,429
4548
$479K ﹤0.01%
38,135
+4,290
4549
$479K ﹤0.01%
51,752
+32,744
4550
$478K ﹤0.01%
18,402
+4,800
180 181
182
183 184