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
4626
$415K ﹤0.01%
12,604
-5,530
4627
$414K ﹤0.01%
140,398
-18,837
4628
$413K ﹤0.01%
18,181
-8,057
4629
$412K ﹤0.01%
9
4630
$409K ﹤0.01%
7,941
-23,209
4631
$409K ﹤0.01%
32,894
+2,999
4632
$408K ﹤0.01%
24,431
-16,456
4633
$407K ﹤0.01%
37,715
-16,455
4634
$407K ﹤0.01%
27,730
-13,415
4635
$407K ﹤0.01%
18,022
-51,619
4636
$406K ﹤0.01%
12,086
-10,524
4637
$406K ﹤0.01%
36,970
-6,758
4638
$405K ﹤0.01%
28,958
-8,331
4639
$404K ﹤0.01%
46,081
-1,783,357
4640
$404K ﹤0.01%
384,610
+115,322
4641
$403K ﹤0.01%
+24,829
4642
$402K ﹤0.01%
9,656
-9,420
4643
$402K ﹤0.01%
29,393
+2,195
4644
$401K ﹤0.01%
99,127
+8,129
4645
$400K ﹤0.01%
55,764
-8,914
4646
$400K ﹤0.01%
14,393
-95,425
4647
$399K ﹤0.01%
10,543
+3,659
4648
$399K ﹤0.01%
16,037
-3,583
4649
$397K ﹤0.01%
88,779
+72,761
4650
$397K ﹤0.01%
9,552
-29,246
184 185
186
187 188