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
501
$92.4M 0.03%
3,541,062
-623,318
502
$92.3M 0.03%
4,467,580
+353,057
503
$91.8M 0.03%
3,327,081
-77,781
504
$91.3M 0.03%
2,541,592
+63,050
505
$91.2M 0.03%
1,872,622
+604,249
506
$91.1M 0.03%
2,427,579
-574,648
507
$91.1M 0.03%
1,459,739
+353,609
508
$90.8M 0.03%
1,039,828
-16,518
509
$90.8M 0.03%
3,506,316
-187,737
510
$90.7M 0.03%
1,389,211
+251,115
511
$90.2M 0.03%
1,597,798
-499,766
512
$90.1M 0.03%
767,316
-739,214
513
$90M 0.03%
3,302,475
-281,766
514
$89.4M 0.03%
650,290
-110,342
515
$89.3M 0.03%
2,832,946
+1,927,132
516
$89.1M 0.03%
5,073,012
+166,758
517
$89.1M 0.03%
4,665,923
+1,790,992
518
$88.9M 0.03%
2,135,000
+100,000
519
$88.5M 0.03%
6,069,874
+197,293
520
$88M 0.03%
1,843,065
-695,300
521
$87.8M 0.03%
6,639,090
+830,718
522
$87.1M 0.03%
1,173,036
+515,046
523
$87.1M 0.03%
2,319,001
+479,682
524
$87M 0.03%
992,473
+150,016
525
$86.9M 0.03%
1,614,488
+156,133
19 20
21
22 23