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
676
$62.5M 0.02%
1,525,655
-299,861
677
$62.5M 0.02%
5,221,318
+615,162
678
$62.4M 0.02%
992,735
-150,358
679
$62.3M 0.02%
1,782,500
-5,547,472
680
$62.3M 0.02%
528,425
+39,655
681
$61.7M 0.02%
1,315,674
-1,107,731
682
$61.7M 0.02%
1,772,733
+1,002,514
683
$61.6M 0.02%
8,088,402
-779,317
684
$61.5M 0.02%
1,406,315
-146,635
685
$61.4M 0.02%
2,645,725
-832,803
686
$61.4M 0.02%
890,128
-62,546
687
$61.3M 0.02%
1,202,093
-25,697
688
$60.9M 0.02%
5,007,957
-26,412
689
$60.6M 0.02%
1,495,124
+65,957
690
$60.4M 0.02%
4,673,406
+1,185,768
691
$60.4M 0.02%
1,205,889
+326,864
692
$60.3M 0.02%
2,053,503
-38,597
693
$60.2M 0.02%
1,424,269
-275,831
694
$60.1M 0.02%
1,530,805
-91,166
695
$60.1M 0.02%
2,215,898
-178,120
696
$60.1M 0.02%
2,343,263
-80,780
697
$59.9M 0.02%
2,852,391
-67,986
698
$59.6M 0.02%
1,626,880
-599,087
699
$59.3M 0.02%
5,160,217
+150,646
700
$59.3M 0.02%
5,608,923
+44,749
26 27
28
29 30