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
751
$53.7M 0.02%
1,296,319
-39,099
752
$53.7M 0.02%
1,359,323
-737,466
753
$53.6M 0.02%
1,506,548
-1,707,351
754
$53.5M 0.02%
744,590
-135,677
755
$53.3M 0.02%
727,105
-140,611
756
$53M 0.02%
2,436,670
+452,501
757
$52.9M 0.02%
1,630,099
+1,289,245
758
$52.7M 0.02%
1,253,996
+383,298
759
$52.6M 0.02%
289,561
-172,742
760
$52.6M 0.02%
756,224
-38,556
761
$52.5M 0.02%
2,263,494
-2,448
762
$52.4M 0.02%
3,294,674
-4,141
763
$52.4M 0.02%
1,103,072
-98,579
764
$52.2M 0.02%
1,083,452
+37,297
765
$52.2M 0.02%
1,092,048
+137,871
766
$52.1M 0.02%
1,068,856
-1,788,686
767
$52M 0.02%
6,123,065
+777,515
768
$52M 0.02%
2,164,405
-1,473,245
769
$52M 0.02%
915,712
-19,007
770
$51.8M 0.02%
490,710
-91,028
771
$51.7M 0.02%
3,215,037
+233,800
772
$51.5M 0.02%
4,866,099
-92,391
773
$51.5M 0.02%
1,280,876
-37,865
774
$51.3M 0.02%
1,878,844
+261,136
775
$51.3M 0.02%
1,040,656
+420,094
29 30
31
32 33