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
651
$64.9M 0.02%
1,029,202
+407,066
652
$64.8M 0.02%
2,216,040
+190,290
653
$64.8M 0.02%
787,223
-437,318
654
$64.7M 0.02%
2,890,387
+110,060
655
$64.6M 0.02%
1,301,946
-447,563
656
$64.5M 0.02%
1,875,512
-153,580
657
$64.4M 0.02%
1,165,362
+355,605
658
$64.2M 0.02%
2,605,460
+797,105
659
$64.1M 0.02%
1,163,415
-158,092
660
$64.1M 0.02%
936,568
+377,508
661
$64M 0.02%
2,023,108
-1,759,294
662
$64M 0.02%
1,118,074
+99,158
663
$63.7M 0.02%
454,938
-719,221
664
$63.6M 0.02%
2,415,734
-76,363
665
$63.4M 0.02%
1,502,913
+456,361
666
$63.3M 0.02%
1,706,216
-108,562
667
$63.1M 0.02%
2,214,416
+1,062,350
668
$63M 0.02%
5,359,505
+4,697,230
669
$62.9M 0.02%
1,563,484
-229,149
670
$62.8M 0.02%
2,289,044
-267,858
671
$62.8M 0.02%
1,969,672
-1,254
672
$62.8M 0.02%
926,604
+114,749
673
$62.8M 0.02%
1,185,795
+161,377
674
$62.6M 0.02%
1,986,727
+1,986,227
675
$62.6M 0.02%
1,385,106
-422,050
25 26
27
28 29