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
4826
$282K ﹤0.01%
54,285
-58,559
4827
$282K ﹤0.01%
24,532
-66,321
4828
$281K ﹤0.01%
19,300
+3,398
4829
$281K ﹤0.01%
28,377
+854
4830
$281K ﹤0.01%
9,439
-6,343
4831
$280K ﹤0.01%
31,767
+6,607
4832
$279K ﹤0.01%
7,487
-5,298
4833
$276K ﹤0.01%
21,122
-48,728
4834
$275K ﹤0.01%
7,134
-7,229
4835
$275K ﹤0.01%
7,752
+52
4836
$275K ﹤0.01%
5,781
-2,083
4837
$275K ﹤0.01%
21,543
+3,261
4838
$275K ﹤0.01%
20,998
+1,158
4839
$274K ﹤0.01%
8,390
-6,285
4840
$274K ﹤0.01%
9,341
+8,691
4841
$273K ﹤0.01%
16,697
-1,505
4842
$273K ﹤0.01%
9,937
-9,350
4843
$272K ﹤0.01%
10
-31
4844
$272K ﹤0.01%
16,167
-2,022
4845
$271K ﹤0.01%
+3,081
4846
$270K ﹤0.01%
16,915
+1,916
4847
$270K ﹤0.01%
23,115
-32,754
4848
$270K ﹤0.01%
19,009
+8,089
4849
$269K ﹤0.01%
35,967
-36,287
4850
$269K ﹤0.01%
13,986
-1,221
192 193
194
195 196