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
4926
$228K ﹤0.01%
17,607
-1,001
4927
$228K ﹤0.01%
12,282
-3,577
4928
$227K ﹤0.01%
30,346
+9,036
4929
$227K ﹤0.01%
16,460
-182
4930
$227K ﹤0.01%
10,038
+1,275
4931
$226K ﹤0.01%
23,149
-31,302
4932
$226K ﹤0.01%
288
+45
4933
$226K ﹤0.01%
20,100
-5,061
4934
$226K ﹤0.01%
22,817
-55,727
4935
$225K ﹤0.01%
15,723
4936
$224K ﹤0.01%
9,485
-45,168
4937
$223K ﹤0.01%
9,706
+9,608
4938
$223K ﹤0.01%
39,344
+4,464
4939
$223K ﹤0.01%
13,263
+391
4940
$222K ﹤0.01%
8,675
+4,447
4941
$221K ﹤0.01%
4,987
-4,505
4942
$221K ﹤0.01%
16,400
-6,904
4943
$220K ﹤0.01%
11,090
-7,100
4944
$220K ﹤0.01%
96,989
-18,356
4945
$219K ﹤0.01%
5,018
-1,578
4946
$217K ﹤0.01%
63,957
-50,383
4947
$217K ﹤0.01%
6,842
-646
4948
$217K ﹤0.01%
9,532
-2,825
4949
$217K ﹤0.01%
55,291
-1,868
4950
$217K ﹤0.01%
8,690
-24,036
196 197
198
199 200