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
4551
$478K ﹤0.01%
29,662
+1,321
4552
$477K ﹤0.01%
15,617
+9,207
4553
$476K ﹤0.01%
18,863
-113,763
4554
$476K ﹤0.01%
10,438
+1,175
4555
$475K ﹤0.01%
22,163
+525
4556
$475K ﹤0.01%
37,858
4557
$475K ﹤0.01%
35,245
+2,527
4558
$474K ﹤0.01%
84,881
+1,784
4559
$473K ﹤0.01%
31,758
-4,718
4560
$473K ﹤0.01%
19,387
+230
4561
$472K ﹤0.01%
115,347
-225,883
4562
$471K ﹤0.01%
127,044
+16,544
4563
$471K ﹤0.01%
25,879
-14,661
4564
$471K ﹤0.01%
24,659
-4,592
4565
$471K ﹤0.01%
4,776
-66,111
4566
$471K ﹤0.01%
6,157
-2,966
4567
$469K ﹤0.01%
19,446
-3,366
4568
$467K ﹤0.01%
40,333
-36,990
4569
$467K ﹤0.01%
+42,984
4570
$466K ﹤0.01%
68,680
+13,267
4571
$465K ﹤0.01%
22,796
-1,968
4572
$463K ﹤0.01%
36,779
-1,099
4573
$463K ﹤0.01%
11,715
-953
4574
$458K ﹤0.01%
2,330
-6,158
4575
$454K ﹤0.01%
+8,753
181 182
183
184 185