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
4576
$454K ﹤0.01%
91,871
+35,502
4577
$453K ﹤0.01%
20,176
-8,056
4578
$452K ﹤0.01%
20,927
+1,309
4579
$452K ﹤0.01%
12,717
-1,656
4580
$452K ﹤0.01%
386,168
-197,429
4581
$451K ﹤0.01%
3,981
+3,132
4582
$450K ﹤0.01%
14,051
+394
4583
$450K ﹤0.01%
184,185
-1,446,225
4584
$450K ﹤0.01%
75,389
+53,403
4585
$447K ﹤0.01%
17,588
-848,150
4586
$447K ﹤0.01%
38,159
+26,576
4587
$445K ﹤0.01%
41,130
+3,081
4588
$444K ﹤0.01%
32,208
-6,344
4589
$441K ﹤0.01%
38,060
-370
4590
$441K ﹤0.01%
14,205
-1,223
4591
$441K ﹤0.01%
42,796
-2,282
4592
$439K ﹤0.01%
37,559
+30,466
4593
$439K ﹤0.01%
32,627
-200
4594
$435K ﹤0.01%
19,852
-5,246
4595
$435K ﹤0.01%
52,476
+29,537
4596
$431K ﹤0.01%
70,184
-137,506
4597
$430K ﹤0.01%
29,438
-9,186
4598
$430K ﹤0.01%
10,833
-1,968
4599
$429K ﹤0.01%
140,145
+72,214
4600
$429K ﹤0.01%
43,573
+1,133
182 183
184
185 186