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
4851
$268K ﹤0.01%
4,696
-271
4852
$268K ﹤0.01%
1,792
-61
4853
$268K ﹤0.01%
10,645
+2,360
4854
$267K ﹤0.01%
22,490
-4,891
4855
$267K ﹤0.01%
3,488
+2,352
4856
$266K ﹤0.01%
121,422
-104,123
4857
$266K ﹤0.01%
51,500
+50,601
4858
$264K ﹤0.01%
10,776
-55,171
4859
$264K ﹤0.01%
6,374
-8,531
4860
$264K ﹤0.01%
17,836
+135
4861
$264K ﹤0.01%
18,008
+11,158
4862
$263K ﹤0.01%
56,924
-1,004,042
4863
$262K ﹤0.01%
14,943
-247
4864
$262K ﹤0.01%
16,412
-31,998
4865
$262K ﹤0.01%
385,269
-6,787
4866
$262K ﹤0.01%
16,134
-8,077
4867
$261K ﹤0.01%
21,709
-346
4868
$261K ﹤0.01%
45
+24
4869
$261K ﹤0.01%
2,335
+1,387
4870
$260K ﹤0.01%
23,833
+3,121
4871
$260K ﹤0.01%
5,460
+900
4872
$260K ﹤0.01%
16,076
-1,744
4873
$260K ﹤0.01%
19,157
+194
4874
$259K ﹤0.01%
5,658
+1,940
4875
$259K ﹤0.01%
122
+47
193 194
195
196 197