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
551
$82.1M 0.03%
2,251,703
-149,867
552
$81.8M 0.03%
1,675,424
+200,626
553
$81.8M 0.03%
2,143,717
+259,265
554
$81.7M 0.03%
5,393,623
-21,894
555
$81.3M 0.03%
2,410,457
+1,997,244
556
$81.2M 0.03%
1,369,628
+515,877
557
$81.1M 0.03%
6,890,230
-1,055,235
558
$80.9M 0.03%
435,423
+400,895
559
$80.8M 0.03%
2,259,037
-105,944
560
$80.6M 0.03%
1,544,014
+107,370
561
$80.4M 0.03%
768,078
-130,195
562
$80M 0.03%
3,188,592
+138,557
563
$79.7M 0.03%
1,192,121
+108,476
564
$79.6M 0.03%
540,373
+176,227
565
$79.4M 0.03%
6,565,601
+110,569
566
$79M 0.03%
3,179,146
+349,147
567
$79M 0.03%
1,725,395
-337,300
568
$78.9M 0.03%
2,930,060
-1,744,339
569
$78.8M 0.03%
1,998,888
+110,774
570
$78.8M 0.03%
7,873,298
+990,211
571
$78.4M 0.03%
1,210,514
-268,497
572
$78.4M 0.03%
905,178
-79,428
573
$78.3M 0.03%
2,228,261
-230,567
574
$78.2M 0.03%
931,950
-121,019
575
$78M 0.03%
3,016,607
-8,427
21 22
23
24 25