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
4801
$295K ﹤0.01%
18,959
+6,120
4802
$293K ﹤0.01%
16,273
+92
4803
$293K ﹤0.01%
2
+1
4804
$293K ﹤0.01%
67,062
-283,175
4805
$292K ﹤0.01%
1,537
+16
4806
$291K ﹤0.01%
14,250
+4,200
4807
$291K ﹤0.01%
13,236
+455
4808
$290K ﹤0.01%
91,262
-8,040
4809
$290K ﹤0.01%
25,804
-82,822
4810
$290K ﹤0.01%
62,026
-23,772
4811
$290K ﹤0.01%
15,125
-5,823
4812
$289K ﹤0.01%
20,792
-2,574
4813
$288K ﹤0.01%
26,926
-476
4814
$287K ﹤0.01%
34,057
+8,596
4815
$287K ﹤0.01%
31,231
-8,290
4816
$286K ﹤0.01%
416
-737
4817
$286K ﹤0.01%
13,138
-9,663
4818
$286K ﹤0.01%
17,171
-57,368
4819
$285K ﹤0.01%
11,499
-1,374
4820
$285K ﹤0.01%
21,332
-2,262
4821
$284K ﹤0.01%
9,545
-6,198
4822
$284K ﹤0.01%
20,908
-60,383
4823
$283K ﹤0.01%
14,366
+12,654
4824
$282K ﹤0.01%
75,028
-15,947
4825
$282K ﹤0.01%
9,919
+6,433
191 192
193
194 195