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
4651
$396K ﹤0.01%
8,355
-54,787
4652
$396K ﹤0.01%
156,032
+64,226
4653
$394K ﹤0.01%
11,135
-66,367
4654
$394K ﹤0.01%
65,973
+60,237
4655
– –
0
4656
$392K ﹤0.01%
20,465
-52,907
4657
$390K ﹤0.01%
7,907
-8,513
4658
$390K ﹤0.01%
9,389
+8,824
4659
$390K ﹤0.01%
6,803
+278
4660
$388K ﹤0.01%
21,293
+12,397
4661
$388K ﹤0.01%
29,225
-465
4662
$387K ﹤0.01%
24,134
-3,197
4663
$386K ﹤0.01%
56,750
-484,942
4664
$386K ﹤0.01%
62,973
+13,128
4665
$384K ﹤0.01%
18,699
-51,892
4666
$382K ﹤0.01%
48,865
-18,310
4667
$382K ﹤0.01%
6,677
+291
4668
$382K ﹤0.01%
28,741
-2,421
4669
$381K ﹤0.01%
14,753
+1,662
4670
$380K ﹤0.01%
15,708
-399
4671
$380K ﹤0.01%
140,634
-3,000
4672
$380K ﹤0.01%
6,872
-52,490
4673
$380K ﹤0.01%
77,036
-103,736
4674
$379K ﹤0.01%
27,242
-1,651
4675
$379K ﹤0.01%
16,457
-6,406
185 186
187
188 189