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
4726
$342K ﹤0.01%
2,231
-1,527
4727
$341K ﹤0.01%
40,468
-134,731
4728
$341K ﹤0.01%
11,573
-490
4729
$339K ﹤0.01%
21,337
+1,399
4730
$339K ﹤0.01%
123,311
-26,209
4731
$339K ﹤0.01%
7,766
-4,063
4732
$338K ﹤0.01%
2,266
-71
4733
$338K ﹤0.01%
112,228
-39,403
4734
$338K ﹤0.01%
44,910
+22,893
4735
$337K ﹤0.01%
27,131
+18,532
4736
$336K ﹤0.01%
40,306
-7,042
4737
$336K ﹤0.01%
36,980
-59,391
4738
$336K ﹤0.01%
10,291
+9,917
4739
$335K ﹤0.01%
125,808
-295,077
4740
$334K ﹤0.01%
12,758
+7,796
4741
$334K ﹤0.01%
63,642
-69,565
4742
$333K ﹤0.01%
155,311
-2,894
4743
$331K ﹤0.01%
4,931
-5
4744
$330K ﹤0.01%
38,250
+976
4745
$330K ﹤0.01%
57,160
-1,255
4746
$330K ﹤0.01%
43,300
-55,930
4747
$328K ﹤0.01%
29,908
+3,304
4748
$327K ﹤0.01%
+3,250
4749
$327K ﹤0.01%
74,963
-27,602
4750
$327K ﹤0.01%
16,997
+14,971
188 189
190
191 192